Cary Street Partners Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cary Street Partners Investment Advisory’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	$1.1M	Sell	6,697 -1,723	-20%	-$258K	0.22%	105
2026 Q1	$998K	Sell	8,420 -234	-3%	-$29.4K	0.25%	96
2025 Q4	$1.12M	Buy	+8,654	New	+$1.12M	0.3%	89

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cary Street Partners Investment Advisory's IGM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q2 2026, selling an estimated $258K and leaving 6,697 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #105.

Cary Street Partners Investment Advisory first reported a position in IGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cary Street Partners Investment Advisory held 6,697 shares of iShares Expanded Tech Sector ETF worth $1.1M as of Q2 2026.
Cary Street Partners Investment Advisory sold 1,723 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $258K.
iShares Expanded Tech Sector ETF made up 0.22% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #105 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 3 quarters since.
Cary Street Partners Investment Advisory's iShares Expanded Tech Sector ETF position peaked at $1.12M in Q4 2025.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.