Cerity Partners
IGM icon

Cerity Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cerity Partners’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 		$154M Sell
944,121
-8,332
-0.9% -$1.25M 0.19% 112
2026
Q1 		$113M Buy
952,453
+9,563
+1% +$1.2M 0.16% 126
2025
Q4 		$122M Sell
942,890
-26,262
-3% -$3.4M 0.18% 116
2025
Q3 		$122M Buy
969,152
+61,567
+7% +$7.26M 0.2% 106
2025
Q2 		$102M Buy
907,585
+5,977
+0.7% +$587K 0.18% 116
2025
Q1 		$81.7M Buy
901,608
+1,365
+0.2% +$138K 0.17% 132
2024
Q4 		$91.9M Sell
900,243
-89,366
-9% -$8.98M 0.2% 102
2024
Q3 		$94.9M Buy
989,609
+720
+0.1% +$66.5K 0.21% 100
2024
Q2 		$93.3M Sell
988,889
-54,586
-5% -$4.78M 0.25% 84
2024
Q1 		$89.9M Sell
1,043,475
-18,579
-2% -$1.51M 0.24% 91
2023
Q4 		$79.3M Buy
1,062,054
+896,394
+541% +$61.3M 0.26% 88
2023
Q3 		$10.6M Sell
165,660
-1,029,408
-86% -$67.9M 0.05% 289
2023
Q2 		$78.3M Buy
1,195,068
+1,026
+0.1% +$61K 0.3% 75
2023
Q1 		$67.5M Buy
1,194,042
+141,756
+13% +$7.39M 0.16% 99
2022
Q4 		$57.6M Buy
1,052,286
+859,098
+445% +$41.2M 0.37% 67
2022
Q3 		$8.9M Sell
193,188
-994,758
-84% -$52.4M 0.11% 172
2022
Q2 		$58.3M Buy
1,187,946
+36,300
+3% +$1.99M 0.64% 26
2022
Q1 		$62.9M Sell
1,151,646
-11,952
-1% -$769K 0.98% 13
2021
Q4 		$72.7M Buy
+1,163,598
New +$83.6M 1.11% 13

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cerity Partners's IGM Position: Q2 2026 in Review

Cerity Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.87% in Q2 2026, selling an estimated $1.25M and leaving 944,121 shares worth $154M. The position accounts for 0.19% of the portfolio, ranked #112.

Cerity Partners first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Cerity Partners held 944,121 shares of iShares Expanded Tech Sector ETF worth $154M as of Q2 2026.
  • Cerity Partners sold 8,332 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.25M.
  • iShares Expanded Tech Sector ETF made up 0.19% of Cerity Partners's portfolio in Q2 2026, its #112 holding.
  • Cerity Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.