EP Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

EP Wealth Advisors’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	$1.54M	Buy	9,396 +888	+10%	+$133K	0.01%	645
2026 Q1	$1.01M	Buy	8,508 +307	+4%	+$38.6K	0.01%	641
2025 Q4	$1.06M	Buy	+8,201	New	+$1.06M	0.01%	607
2025 Q2	$743K	Buy	6,618 +296	+5%	+$29.1K	﹤0.01%	645
2025 Q1	$573K	Buy	6,322 +21	+0.3%	+$2.12K	﹤0.01%	657
2024 Q4	$643K	Buy	6,301 +653	+12%	+$65.6K	0.01%	614
2024 Q3	$542K	Sell	5,648 -845	-13%	-$78.1K	﹤0.01%	664
2024 Q2	$612K	Buy	6,493 +1,081	+20%	+$94.7K	0.01%	490
2024 Q1	$466K	Sell	5,412 -72	-1%	-$5.86K	0.01%	523
2023 Q4	$410K	Sell	5,484 -222	-4%	-$15.2K	0.01%	535
2023 Q3	$364K	Sell	5,706 -648	-10%	-$42.7K	0.01%	520
2023 Q2	$518K	Sell	6,354 -448,566	-99%	-$26.7M	0.01%	458
2023 Q1	$3.7M	Buy	+454,920	New	+$23.7M	0.06%	165
2021 Q3	–	Sell	-13,386	Closed	-$901K	–	547
2021 Q2	$901K	Buy	+13,386	New	+$852K	0.03%	256

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

EP Wealth Advisors's IGM Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 10% in Q2 2026, buying an estimated $133K and bringing the position to 9,396 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #645.

EP Wealth Advisors first reported a position in IGM in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.7M in Q1 2023. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

EP Wealth Advisors held 9,396 shares of iShares Expanded Tech Sector ETF worth $1.54M as of Q2 2026.
EP Wealth Advisors bought 888 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $133K.
iShares Expanded Tech Sector ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #645 holding.
EP Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 14 quarters since.
EP Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $3.7M in Q1 2023.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.