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Destination Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Destination Wealth 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
Q1 		$73.6M Sell
620,654
-4,565
-0.7% -$574K 1.91% 13
2025
Q4 		$80.8M Sell
625,219
-5,753
-0.9% -$745K 2.11% 10
2025
Q3 		$79.5M Sell
630,972
-11,047
-2% -$1.3M 2.19% 9
2025
Q2 		$72.1M Sell
642,019
-4,572
-0.7% -$449K 2.11% 12
2025
Q1 		$58.6M Buy
646,591
+4,988
+0.8% +$504K 1.85% 16
2024
Q4 		$65.5M Sell
641,603
-27,838
-4% -$2.8M 2.05% 13
2024
Q3 		$64.2M Sell
669,441
-3,055
-0.5% -$282K 1.99% 13
2024
Q2 		$63.4M Sell
672,496
-33,446
-5% -$2.93M 2.1% 12
2024
Q1 		$60.8M Sell
705,942
-33,222
-4% -$2.71M 2.02% 15
2023
Q4 		$55.2M Sell
739,164
-24,930
-3% -$1.7M 1.91% 16
2023
Q3 		$48.7M Sell
764,094
-95,154
-11% -$6.27M 1.89% 14
2023
Q2 		$56.3M Sell
859,248
-158,166
-16% -$9.41M 2.1% 11
2023
Q1 		$57.5M Buy
1,017,414
+20,916
+2% +$1.09M 2.18% 10
2022
Q4 		$46.5M Sell
996,498
-17,370
-2% -$832K 1.85% 14
2022
Q3 		$46.7M Buy
1,013,868
+27,768
+3% +$1.46M 1.96% 12
2022
Q2 		$48.4M Buy
986,100
+10,638
+1% +$583K 1.95% 13
2022
Q1 		$63.2M Buy
975,462
+2,178
+0.2% +$140K 2.34% 8
2021
Q4 		$71.2M Sell
973,284
-9,048
-0.9% -$650K 2.52% 7
2021
Q3 		$66.1M Sell
982,332
-26,622
-3% -$1.85M 2.57% 8
2021
Q2 		$67.9M Sell
1,008,954
-19,158
-2% -$1.22M 2.62% 5
2021
Q1 		$61.8M Sell
1,028,112
-44,964
-4% -$2.69M 2.55% 7
2020
Q4 		$62.6M Sell
1,073,076
-30,288
-3% -$1.66M 2.72% 5
2020
Q3 		$56.8M Sell
1,103,364
-102,216
-8% -$5.16M 2.88% 6
2020
Q2 		$56.1M Sell
1,205,580
-44,424
-4% -$1.87M 3.03% 5
2020
Q1 		$44.1M Sell
1,250,004
-48,720
-4% -$1.95M 2.7% 8
2019
Q4 		$52.4M Sell
1,298,724
-30,366
-2% -$1.16M 2.67% 8
2019
Q3 		$48.1M Buy
1,329,090
+2,526
+0.2% +$92.4K 2.6% 9
2019
Q2 		$47.7M Sell
1,326,564
-56,706
-4% -$2M 2.63% 9
2019
Q1 		$47.5M Sell
1,383,270
-21,978
-2% -$706K 2.67% 8
2018
Q4 		$40.2M Sell
1,405,248
-27,546
-2% -$852K 2.42% 8
2018
Q3 		$50M Sell
1,432,794
-38,670
-3% -$1.31M 2.78% 7
2018
Q2 		$47.3M Sell
1,471,464
-45,384
-3% -$1.43M 2.84% 7
2018
Q1 		$45.4M Sell
1,516,848
-73,920
-5% -$2.24M 2.76% 8
2017
Q4 		$44.8M Sell
1,590,768
-54,060
-3% -$1.49M 2.72% 7
2017
Q3 		$42.6M Sell
1,644,828
-31,014
-2% -$783K 2.72% 8
2017
Q2 		$40.4M Sell
1,675,842
-5,640
-0.3% -$135K 2.69% 9
2017
Q1 		$38.8M Buy
1,681,482
+138,642
+9% +$3.08M 2.67% 9
2016
Q4 		$31.8M Sell
1,542,840
-14,634
-0.9% -$301K 2.34% 8
2016
Q3 		$32.1M Sell
1,557,474
-13,644
-0.9% -$270K 2.48% 8
2016
Q2 		$28.8M Sell
1,571,118
-40,092
-2% -$734K 2.37% 9
2016
Q1 		$29.7M Hold
1,611,210
– – 2.85% 8
2015
Q4 		$29.7M Buy
1,611,210
+492
+0% +$9.06K 2.85% 8
2015
Q3 		$26.9M Sell
1,610,718
-492,276
-23% -$8.54M 2.99% 10
2015
Q2 		$36.3M Buy
2,102,994
+479,784
+30% +$8.5M 2.4% 8
2015
Q1 		$27.9M Sell
1,623,210
-35,868
-2% -$614K 3.02% 11
2014
Q4 		$28.2M Buy
1,659,078
+6,666
+0.4% +$110K 2.85% 8
2014
Q3 		$26.9M Sell
1,652,412
-265,380
-14% -$4.32M 2.82% 11
2014
Q2 		$30.4M Sell
1,917,792
-28,806
-1% -$439K 3.14% 8
2014
Q1 		$29.5M Sell
1,946,598
-9,972
-0.5% -$150K 3.16% 8
2013
Q4 		$29.2M Sell
1,956,570
-41,628
-2% -$584K 3.06% 8
2013
Q3 		$26.6M Sell
1,998,198
-26,148
-1% -$341K 3.07% 6
2013
Q2 		$25.1M Buy
+2,024,346
New +$25M 3.07% 8

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Destination Wealth Management's IGM Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.73% in Q1 2026, selling an estimated $574K and leaving 620,654 shares worth $73.6M. The position accounts for 1.91% of the portfolio, ranked #13.

Destination Wealth Management first reported a position in IGM in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.8M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Destination Wealth Management held 620,654 shares of iShares Expanded Tech Sector ETF worth $73.6M as of Q1 2026.
  • Destination Wealth Management sold 4,565 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $574K.
  • iShares Expanded Tech Sector ETF made up 1.91% of Destination Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Destination Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's iShares Expanded Tech Sector ETF position peaked at $80.8M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.