CL
IGM icon

Choreo LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Choreo LLC’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 		$523K Sell
3,198
-11
-0.3% -$1.65K 0.01% 970
2026
Q1 		$380K Hold
3,209
– – ﹤0.01% 1105
2025
Q4 		$419K Sell
3,209
-58
-2% -$7.51K 0.01% 1011
2025
Q3 		$412K Buy
3,267
+107
+3% +$12.6K 0.01% 1034
2025
Q2 		$355K Buy
3,160
+200
+7% +$19.6K 0.01% 1078
2025
Q1 		$268K Hold
2,960
– – ﹤0.01% 1158
2024
Q4 		$303K Hold
2,960
– – ﹤0.01% 1180
2024
Q3 		$279K Sell
2,960
-432
-13% -$39.9K ﹤0.01% 1246
2024
Q2 		$322K Buy
3,392
+470
+16% +$41.2K 0.01% 1065
2024
Q1 		$252K Hold
2,922
– – 0.01% 576
2023
Q4 		$218K Sell
2,922
-1,110
-28% -$75.9K 0.01% 567
2023
Q3 		$257K Hold
4,032
– – 0.01% 399
2023
Q2 		$264K Hold
4,032
– – 0.01% 395
2023
Q1 		$228K Buy
+4,032
New +$210K 0.01% 438

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

Choreo LLC's IGM Position: Q2 2026 in Review

Choreo LLC reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.34% in Q2 2026, selling an estimated $1.65K and leaving 3,198 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #970.

Choreo LLC first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Choreo LLC held 3,198 shares of iShares Expanded Tech Sector ETF worth $523K as of Q2 2026.
  • Choreo LLC sold 11 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.65K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #970 holding.
  • Choreo LLC first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.