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

Empirical 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	$1.68M	Buy	10,289 +418	+4%	+$62.6K	0.38%	75
2026 Q1	$1.17M	Buy	9,871 +233	+2%	+$29.3K	0.31%	89
2025 Q4	$1.24M	Sell	9,638 -93	-1%	-$12K	0.35%	74
2025 Q3	$1.23M	Hold	9,731	–	–	0.34%	70
2025 Q2	$1.09M	Hold	9,731	–	–	0.34%	80
2025 Q1	$882K	Sell	9,731 -31,638	-76%	-$3.2M	0.3%	91
2024 Q4	$1M	Hold	41,369	–	–	0.33%	83
2024 Q3	$945K	Hold	41,369	–	–	0.34%	82
2024 Q2	$930K	Buy	41,369 +31,949	+339%	+$2.8M	0.35%	74
2024 Q1	$812K	Buy	+9,420	New	+$767K	0.39%	70

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

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

Empirical Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.2% in Q2 2026, buying an estimated $62.6K and bringing the position to 10,289 shares worth $1.68M. The position accounts for 0.38% of the portfolio, ranked #75.

Empirical Asset Management first reported a position in IGM in Q1 2024 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Empirical Asset Management held 10,289 shares of iShares Expanded Tech Sector ETF worth $1.68M as of Q2 2026.
Empirical Asset Management bought 418 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $62.6K.
iShares Expanded Tech Sector ETF made up 0.38% of Empirical Asset Management's portfolio in Q2 2026, its #75 holding.
Empirical Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 10 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.