Chicago Partners Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Chicago Partners Investment Group’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	$267K	Hold	1,731	–	–	0.01%	1295
2026 Q1	$245K	Sell	1,731 -34	-2%	-$4.28K	0.01%	1239
2025 Q4	$229K	Sell	1,765 -17	-1%	-$2.2K	0.01%	1176
2025 Q3	$240K	Hold	1,782	–	–	0.01%	1070
2025 Q2	$204K	Buy	+1,782	New	+$175K	0.01%	1044
2022 Q2	–	Sell	-4,938	Closed	-$254K	–	604
2022 Q1	$254K	Buy	+4,938	New	+$318K	0.02%	453

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

Chicago Partners Investment Group's IGM Position: Q2 2026 in Review

Chicago Partners Investment Group held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,731 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #1295.

Chicago Partners Investment Group first reported a position in IGM in Q1 2022 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Chicago Partners Investment Group held 1,731 shares of iShares Expanded Tech Sector ETF worth $267K as of Q2 2026.
Chicago Partners Investment Group left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1295 holding.
Chicago Partners Investment Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 6 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.