Envestnet Asset Management
IGM icon

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

Envestnet 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
Q1 		$211M Buy
1,781,026
+104,337
+6% +$13.1M 0.06% 314
2025
Q4 		$217M Sell
1,676,689
-1,687,035
-50% -$219M 0.06% 280
2025
Q3 		$424M Buy
3,363,724
+3,007,140
+843% +$355M 0.12% 145
2025
Q2 		$40.1M Buy
356,584
+136,693
+62% +$13.4M 0.01% 850
2025
Q1 		$19.9M Sell
219,891
-50,783
-19% -$5.13M 0.01% 1195
2024
Q4 		$27.6M Sell
270,674
-153,856
-36% -$15.5M 0.01% 999
2024
Q3 		$40.7M Buy
424,530
+111,158
+35% +$10.3M 0.01% 816
2024
Q2 		$29.6M Buy
313,372
+46,106
+17% +$4.04M 0.01% 909
2024
Q1 		$23M Buy
267,266
+32,228
+14% +$2.62M 0.01% 1026
2023
Q4 		$17.6M Buy
235,038
+14,052
+6% +$961K 0.01% 1105
2023
Q3 		$14.1M Buy
220,986
+894
+0.4% +$58.9K 0.01% 1175
2023
Q2 		$14.4M Buy
220,092
+115,062
+110% +$6.84M 0.01% 1092
2023
Q1 		$5.94M Sell
105,030
-1,080
-1% -$56.3K ﹤0.01% 1559
2022
Q4 		$4.95M Sell
106,110
-1,876,560
-95% -$89.9M ﹤0.01% 1609
2022
Q3 		$91.3M Sell
1,982,670
-1,890,342
-49% -$99.6M 0.05% 303
2022
Q2 		$190M Buy
3,873,012
+301,452
+8% +$16.5M 0.11% 178
2022
Q1 		$231M Buy
3,571,560
+3,476,382
+3,653% +$224M 0.12% 157
2021
Q4 		$6.96M Sell
95,178
-49,428
-34% -$3.55M ﹤0.01% 1404
2021
Q3 		$9.73M Buy
144,606
+5,232
+4% +$364K 0.01% 1164
2021
Q2 		$9.38M Buy
139,374
+74,868
+116% +$4.77M 0.01% 1172
2021
Q1 		$3.88M Sell
64,506
-69,336
-52% -$4.15M ﹤0.01% 1564
2020
Q4 		$7.8M Sell
133,842
-18,648
-12% -$1.02M 0.01% 1041
2020
Q3 		$7.86M Buy
152,490
+21,996
+17% +$1.11M 0.01% 918
2020
Q2 		$6.07M Buy
130,494
+29,898
+30% +$1.26M 0.01% 1030
2020
Q1 		$3.55M Buy
100,596
+16,008
+19% +$642K ﹤0.01% 1151
2019
Q4 		$3.41M Sell
84,588
-330
-0.4% -$12.6K ﹤0.01% 1327
2019
Q3 		$3.07M Sell
84,918
-726
-0.8% -$26.5K ﹤0.01% 1307
2019
Q2 		$3.08M Sell
85,644
-9,468
-10% -$335K ﹤0.01% 1311
2019
Q1 		$3.27M Buy
95,112
+3,822
+4% +$123K ﹤0.01% 1222
2018
Q4 		$2.61M Buy
91,290
+67,950
+291% +$2.1M ﹤0.01% 1195
2018
Q3 		$815K Sell
23,340
-60,114
-72% -$2.04M ﹤0.01% 800
2018
Q2 		$2.68M Buy
83,454
+150
+0.2% +$4.73K 0.01% 710
2018
Q1 		$2.49M Buy
83,304
+1,266
+2% +$38.4K 0.01% 628
2017
Q4 		$2.31M Buy
82,038
+882
+1% +$24.4K 0.01% 890
2017
Q3 		$2.1M Buy
81,156
+1,470
+2% +$37.1K 0.01% 876
2017
Q2 		$1.92M Buy
79,686
+3,108
+4% +$74.7K 0.01% 938
2017
Q1 		$1.77M Sell
76,578
-739,086
-91% -$16.4M 0.01% 989
2016
Q4 		$16.8M Buy
815,664
+36,912
+5% +$759K 0.06% 226
2016
Q3 		$16M Buy
778,752
+442,566
+132% +$8.76M 0.06% 227
2016
Q2 		$6.16M Sell
336,186
-343,020
-51% -$6.28M 0.02% 549
2016
Q1 		$12.5M Sell
679,206
-1,012,914
-60% -$17.4M 0.05% 296
2015
Q4 		$31.2M Buy
1,692,120
+702,432
+71% +$12.9M 0.14% 137
2015
Q3 		$16.5M Buy
989,688
+107,040
+12% +$1.86M 0.08% 212
2015
Q2 		$15.2M Buy
882,648
+288,600
+49% +$5.11M 0.07% 256
2015
Q1 		$10.2M Sell
594,048
-114,486
-16% -$1.96M 0.05% 350
2014
Q4 		$12M Buy
708,534
+117,048
+20% +$1.93M 0.12% 129
2014
Q3 		$9.65M Buy
591,486
+276,528
+88% +$4.5M 0.1% 157
2014
Q2 		$5M Buy
314,958
+106,980
+51% +$1.63M 0.05% 235
2014
Q1 		$3.15M Sell
207,978
-150,264
-42% -$2.26M 0.03% 255
2013
Q4 		$5.35M Buy
358,242
+92,976
+35% +$1.3M 0.06% 191
2013
Q3 		$3.53M Buy
265,266
+62,352
+31% +$812K 0.04% 223
2013
Q2 		$2.52M Buy
+202,914
New +$2.5M 0.03% 246

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management's IGM Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.2% in Q1 2026, buying an estimated $13.1M and bringing the position to 1,781,026 shares worth $211M. The position accounts for 0.06% of the portfolio, ranked #314.

Envestnet Asset Management first reported a position in IGM in Q2 2013 and has held it in 52 quarters since. The position peaked at $424M in Q3 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Envestnet Asset Management held 1,781,026 shares of iShares Expanded Tech Sector ETF worth $211M as of Q1 2026.
  • Envestnet Asset Management bought 104,337 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $13.1M.
  • iShares Expanded Tech Sector ETF made up 0.06% of Envestnet Asset Management's portfolio in Q1 2026, its #314 holding.
  • Envestnet Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares Expanded Tech Sector ETF position peaked at $424M in Q3 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.