Envestnet Portfolio Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Envestnet Portfolio Solutions’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	$309K	Sell	1,887 -752	-28%	-$113K	﹤0.01%	1178
2026 Q1	$313K	Sell	2,639 -620	-19%	-$78K	﹤0.01%	1100
2025 Q4	$421K	Buy	3,259 +214	+7%	+$27.7K	﹤0.01%	1129
2025 Q3	$384K	Sell	3,045 -457	-13%	-$53.9K	﹤0.01%	1141
2025 Q2	$393K	Buy	3,502 +338	+11%	+$33.2K	﹤0.01%	1218
2025 Q1	$287K	Buy	3,164 +1,013	+47%	+$102K	﹤0.01%	1313
2024 Q4	$220K	Sell	2,151 -160	-7%	-$16.1K	﹤0.01%	1639
2024 Q3	$222K	Buy	+2,311	New	+$214K	﹤0.01%	1592

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

Envestnet Portfolio Solutions's IGM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Expanded Tech Sector ETF (IGM) stake by 28% in Q2 2026, selling an estimated $113K and leaving 1,887 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Envestnet Portfolio Solutions first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $421K in Q4 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Envestnet Portfolio Solutions held 1,887 shares of iShares Expanded Tech Sector ETF worth $309K as of Q2 2026.
Envestnet Portfolio Solutions sold 752 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $113K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1178 holding.
Envestnet Portfolio Solutions first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's iShares Expanded Tech Sector ETF position peaked at $421K in Q4 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.