Crescent Grove Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Crescent Grove Advisors’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 Q1	$1.44M	Hold	12,140	–	–	0.14%	112
2025 Q4	$1.57M	Sell	12,140 -2,200	-15%	-$285K	0.15%	97
2025 Q3	$1.81M	Hold	14,340	–	–	0.17%	85
2025 Q2	$1.61M	Hold	14,340	–	–	0.16%	89
2025 Q1	$1.3M	Hold	14,340	–	–	0.14%	98
2024 Q4	$1.46M	Hold	14,340	–	–	0.15%	95
2024 Q3	$1.38M	Hold	14,340	–	–	0.14%	103
2024 Q2	$1.35M	Hold	14,340	–	–	0.15%	93
2024 Q1	$1.24M	Sell	14,340 -3,708	-21%	-$302K	0.13%	109
2023 Q4	$1.35M	Hold	18,048	–	–	0.15%	91
2023 Q3	$1.15M	Hold	18,048	–	–	0.14%	102
2023 Q2	$1.18M	Hold	18,048	–	–	0.13%	102
2023 Q1	$1.02M	Hold	18,048	–	–	0.12%	103
2022 Q4	$842K	Hold	18,048	–	–	0.09%	125
2022 Q3	$831K	Hold	18,048	–	–	0.1%	112
2022 Q2	$886K	Hold	18,048	–	–	0.09%	112
2022 Q1	$1.17M	Hold	18,048	–	–	0.11%	97
2021 Q4	$1.32M	Hold	18,048	–	–	0.12%	92
2021 Q3	$1.21M	Hold	18,048	–	–	0.13%	93
2021 Q2	$1.22M	Hold	18,048	–	–	0.13%	93
2021 Q1	$1.08M	Buy	+18,048	New	+$1.08M	0.13%	84

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Crescent Grove Advisors's IGM Position: Q1 2026 in Review

Crescent Grove Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 12,140 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #112.

Crescent Grove Advisors first reported a position in IGM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q3 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Crescent Grove Advisors held 12,140 shares of iShares Expanded Tech Sector ETF worth $1.44M as of Q1 2026.
Crescent Grove Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech Sector ETF made up 0.14% of Crescent Grove Advisors's portfolio in Q1 2026, its #112 holding.
Crescent Grove Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 21 quarters since.
Crescent Grove Advisors's iShares Expanded Tech Sector ETF position peaked at $1.81M in Q3 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.