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

Empirical 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 Q2	$1.16M	Sell	7,069 -78	-1%	-$11.7K	0.02%	368
2026 Q1	$847K	Sell	7,147 -1,578	-18%	-$199K	0.01%	392
2025 Q4	$1.13M	Buy	8,725 +1,618	+23%	+$210K	0.02%	321
2025 Q3	$895K	Buy	7,107 +1,801	+34%	+$212K	0.02%	345
2025 Q2	$596K	Sell	5,306 -45	-0.8%	-$4.42K	0.01%	394
2025 Q1	$485K	Hold	5,351	–	–	0.01%	410
2024 Q4	$546K	Buy	5,351 +251	+5%	+$25.2K	0.01%	370
2024 Q3	$489K	Hold	5,100	–	–	0.01%	373
2024 Q2	$481K	Hold	5,100	–	–	0.01%	369
2024 Q1	$440K	Hold	5,100	–	–	0.01%	364
2023 Q4	$381K	Sell	5,100 -324	-6%	-$22.2K	0.01%	358
2023 Q3	$345K	Hold	5,424	–	–	0.01%	346
2023 Q2	$355K	Buy	+5,424	New	+$323K	0.01%	351

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 Wealth Management's IGM Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q2 2026, selling an estimated $11.7K and leaving 7,069 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #368.

Empirical Wealth Management first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Empirical Wealth Management held 7,069 shares of iShares Expanded Tech Sector ETF worth $1.16M as of Q2 2026.
Empirical Wealth Management sold 78 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $11.7K.
iShares Expanded Tech Sector ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #368 holding.
Empirical Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.