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Campion Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Campion Asset Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.61M Buy
34,297
+435
+1% +$65.2K 3.42% 9
2026
Q1 		$4.01M Buy
33,862
+689
+2% +$86.7K 2.72% 11
2025
Q4 		$4.28M Sell
33,173
-339
-1% -$43.9K 2.97% 10
2025
Q3 		$4.22M Sell
33,512
-438
-1% -$51.7K 3% 10
2025
Q2 		$3.81M Sell
33,950
-441
-1% -$43.3K 2.86% 9
2025
Q1 		$3.12M Buy
34,391
+55
+0.2% +$5.55K 2.41% 12
2024
Q4 		$3.51M Sell
34,336
-692
-2% -$69.6K 2.65% 12
2024
Q3 		$3.36M Buy
35,028
+66
+0.2% +$6.1K 2.47% 12
2024
Q2 		$3.3M Buy
34,962
+1,428
+4% +$125K 2.59% 12
2024
Q1 		$2.89M Buy
33,534
+1,044
+3% +$85K 2.23% 13
2023
Q4 		$2.43M Sell
32,490
-2,460
-7% -$168K 2.05% 13
2023
Q3 		$2.23M Buy
34,950
+30
+0.1% +$1.98K 2.06% 13
2023
Q2 		$2.29M Buy
34,920
+4,470
+15% +$266K 2.04% 13
2023
Q1 		$1.72M Buy
30,450
+2,520
+9% +$131K 1.63% 14
2022
Q4 		$1.3M Sell
27,930
-6,690
-19% -$321K 1.28% 16
2022
Q3 		$1.59M Buy
34,620
+60
+0.2% +$3.16K 1.69% 14
2022
Q2 		$1.7M Sell
34,560
-1,200
-3% -$65.8K 1.68% 14
2022
Q1 		$2.32M Buy
35,760
+750
+2% +$48.3K 1.97% 13
2021
Q4 		$2.56M Sell
35,010
-1,020
-3% -$73.3K 2.13% 12
2021
Q3 		$2.42M Sell
36,030
-11,880
-25% -$826K 2.16% 11
2021
Q2 		$3.23M Sell
47,910
-47,640
-50% -$3.03M 2.68% 10
2021
Q1 		$5.75M Buy
+95,550
New +$5.72M 4.34% 6

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Campion Asset Management's IGM Position: Q2 2026 in Review

Campion Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.3% in Q2 2026, buying an estimated $65.2K and bringing the position to 34,297 shares worth $5.61M. The position accounts for 3.42% of the portfolio, ranked #9.

Campion Asset Management first reported a position in IGM in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.75M in Q1 2021. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Campion Asset Management held 34,297 shares of iShares Expanded Tech Sector ETF worth $5.61M as of Q2 2026.
  • Campion Asset Management bought 435 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $65.2K.
  • iShares Expanded Tech Sector ETF made up 3.42% of Campion Asset Management's portfolio in Q2 2026, its #9 holding.
  • Campion Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 22 quarters since.
  • Campion Asset Management's iShares Expanded Tech Sector ETF position peaked at $5.75M in Q1 2021.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.