Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cetera Investment Advisers’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 		$25.1M Buy
153,650
+2,279
+2% +$341K 0.02% 647
2026
Q1 		$17.9M Sell
151,371
-42,446
-22% -$5.34M 0.02% 736
2025
Q4 		$25M Sell
193,817
-35,652
-16% -$4.62M 0.03% 569
2025
Q3 		$28.9M Buy
229,469
+81,508
+55% +$9.61M 0.03% 501
2025
Q2 		$16.6M Buy
147,961
+26,472
+22% +$2.6M 0.03% 592
2025
Q1 		$11M Buy
121,489
+45,875
+61% +$4.63M 0.02% 721
2024
Q4 		$7.72M Buy
75,614
+20,395
+37% +$2.05M 0.02% 829
2024
Q3 		$5.3M Buy
55,219
+7,055
+15% +$652K 0.01% 975
2024
Q2 		$4.54M Sell
48,164
-3,067
-6% -$269K 0.01% 1051
2024
Q1 		$4.42M Buy
51,231
+45,213
+751% +$3.68M 0.01% 1051
2023
Q4 		$450K Buy
6,018
+858
+17% +$58.7K ﹤0.01% 1539
2023
Q3 		$329K Sell
5,160
-252
-5% -$16.6K ﹤0.01% 1662
2023
Q2 		$354K Sell
5,412
-3,066
-36% -$182K ﹤0.01% 1641
2023
Q1 		$479K Sell
8,478
-1,044
-11% -$54.4K ﹤0.01% 1463
2022
Q4 		$444K Sell
9,522
-8,322
-47% -$399K ﹤0.01% 1439
2022
Q3 		$822K Sell
17,844
-11,238
-39% -$592K 0.02% 796
2022
Q2 		$1.43M Buy
29,082
+4,332
+18% +$238K 0.02% 646
2022
Q1 		$1.6M Buy
24,750
+20,010
+422% +$1.29M 0.02% 640
2021
Q4 		$347K Sell
4,740
-3,234
-41% -$232K 0.01% 1407
2021
Q3 		$536K Buy
7,974
+2,244
+39% +$156K 0.01% 1102
2021
Q2 		$386K Buy
5,730
+270
+5% +$17.2K 0.01% 1266
2021
Q1 		$328K Sell
5,460
-126
-2% -$7.54K 0.01% 1211
2020
Q4 		$326K Buy
+5,586
New +$306K 0.01% 1193

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

Cetera Investment Advisers's IGM Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.5% in Q2 2026, buying an estimated $341K and bringing the position to 153,650 shares worth $25.1M. The position accounts for 0.02% of the portfolio, ranked #647.

Cetera Investment Advisers first reported a position in IGM in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.9M in Q3 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Cetera Investment Advisers held 153,650 shares of iShares Expanded Tech Sector ETF worth $25.1M as of Q2 2026.
  • Cetera Investment Advisers bought 2,279 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $341K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #647 holding.
  • Cetera Investment Advisers first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's iShares Expanded Tech Sector ETF position peaked at $28.9M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.