CX Institutional’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CX Institutional’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	$287K	Sell	1,757 -8,203	-82%	-$1.23M	0.01%	647
2026 Q1	$1.18M	Buy	9,960 +7,405	+290%	+$932K	0.04%	313
2025 Q4	$330K	Buy	2,555 +440	+21%	+$57K	0.01%	544
2025 Q3	$266K	Buy	2,115 +842	+66%	+$99.3K	0.01%	608
2025 Q2	$143K	Buy	1,273 +975	+327%	+$95.8K	0.01%	706
2025 Q1	$27K	Buy	+298	New	+$30.1K	﹤0.01%	918
2024 Q3	–	Sell	-2,648	Closed	-$250K	–	573
2024 Q2	$250K	Buy	+2,648	New	+$232K	0.01%	498
2023 Q3	–	Sell	-3,666	Closed	-$240K	–	512
2023 Q2	$240K	Buy	+3,666	New	+$218K	0.01%	469

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

CX Institutional's IGM Position: Q2 2026 in Review

CX Institutional reduced its iShares Expanded Tech Sector ETF (IGM) stake by 82% in Q2 2026, selling an estimated $1.23M and leaving 1,757 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #647.

CX Institutional first reported a position in IGM in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

CX Institutional held 1,757 shares of iShares Expanded Tech Sector ETF worth $287K as of Q2 2026.
CX Institutional sold 8,203 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.23M.
iShares Expanded Tech Sector ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #647 holding.
CX Institutional first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 8 quarters since.
CX Institutional's iShares Expanded Tech Sector ETF position peaked at $1.18M in Q1 2026.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.