Cresset Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cresset Asset Management’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	$3.63M	Buy	22,194 +100	+0.5%	+$15K	0.01%	492
2026 Q1	$2.62M	Buy	22,094 +272	+1%	+$34.2K	0.01%	496
2025 Q4	$2.82M	Buy	21,822 +8,664	+66%	+$1.12M	0.01%	482
2025 Q3	$1.66M	Hold	13,158	–	–	0.01%	597
2025 Q2	$1.48M	Hold	13,158	–	–	0.01%	576
2025 Q1	$1.19M	Hold	13,158	–	–	0.01%	712
2024 Q4	$1.34M	Sell	13,158 -11,085	-46%	-$1.11M	0.01%	686
2024 Q3	$2.33M	Sell	24,243 -36	-0.1%	-$3.33K	0.01%	736
2024 Q2	$2.29M	Sell	24,279 -24	-0.1%	-$2.1K	0.01%	660
2024 Q1	$2.09M	Buy	24,303 +10,725	+79%	+$874K	0.01%	620
2023 Q4	$1.01M	Hold	13,578	–	–	0.01%	886
2023 Q3	$865K	Buy	+13,578	New	+$895K	﹤0.01%	920
2022 Q3	–	Sell	-13,548	Closed	-$665K	–	920
2022 Q2	$665K	Hold	13,548	–	–	0.01%	472
2022 Q1	$877K	Hold	13,548	–	–	0.01%	447
2021 Q4	$991K	Hold	13,548	–	–	0.01%	458
2021 Q3	$911K	Buy	13,548 +1,668	+14%	+$116K	0.01%	419
2021 Q2	$800K	Hold	11,880	–	–	0.01%	409
2021 Q1	$714K	Hold	11,880	–	–	0.01%	376
2020 Q4	$693K	Hold	11,880	–	–	0.01%	315
2020 Q3	$612K	Hold	11,880	–	–	0.01%	340
2020 Q2	$553K	Hold	11,880	–	–	0.01%	323
2020 Q1	$419K	Hold	11,880	–	–	0.01%	323
2019 Q4	$479K	Hold	11,880	–	–	0.01%	311
2019 Q3	$430K	Buy	+11,880	New	+$434K	0.01%	292

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 22.96% 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

Cresset Asset Management's IGM Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.45% in Q2 2026, buying an estimated $15K and bringing the position to 22,194 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #492.

Cresset Asset Management first reported a position in IGM in Q3 2019 and has held it in 24 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cresset Asset Management held 22,194 shares of iShares Expanded Tech Sector ETF worth $3.63M as of Q2 2026.
Cresset Asset Management bought 100 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $15K.
iShares Expanded Tech Sector ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #492 holding.
Cresset Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 24 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.