EH
IGM icon

Equitable Holdings’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Equitable Holdings’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 		$277M Sell
1,077,783
-533,514
-33% -$67.1M 1.78% 6
2025
Q4 		$208M Sell
1,611,297
-52,313
-3% -$6.78M 1.42% 12
2025
Q3 		$210M Sell
1,663,610
-65,594
-4% -$7.74M 1.54% 11
2025
Q2 		$194M Sell
1,729,204
-57,472
-3% -$5.65M 1.6% 11
2025
Q1 		$162M Sell
1,786,676
-60,801
-3% -$6.14M 1.54% 11
2024
Q4 		$189M Sell
1,847,477
-119,072
-6% -$12M 1.79% 10
2024
Q3 		$189M Sell
1,966,549
-39,324
-2% -$3.63M 1.83% 11
2024
Q2 		$189M Sell
2,005,873
-99,715
-5% -$8.73M 1.99% 9
2024
Q1 		$181M Sell
2,105,588
-144,112
-6% -$11.7M 2.04% 11
2023
Q4 		$168M Sell
2,249,700
-30,000
-1% -$2.05M 2.07% 10
2023
Q3 		$145M Sell
2,279,700
-139,800
-6% -$9.22M 2.08% 10
2023
Q2 		$158M Sell
2,419,500
-39,600
-2% -$2.35M 2.28% 9
2023
Q1 		$139M Sell
2,459,100
-338,400
-12% -$17.6M 2.22% 9
2022
Q4 		$131M Buy
2,797,500
+33,000
+1% +$1.58M 2.27% 9
2022
Q3 		$127M Sell
2,764,500
-99,000
-3% -$5.22M 2.49% 9
2022
Q2 		$140M Buy
2,863,500
+114,336
+4% +$6.27M 2.68% 10
2022
Q1 		$178M Sell
2,749,164
-32,736
-1% -$2.11M 2.91% 8
2021
Q4 		$204M Hold
2,781,900
– – 3.21% 7
2021
Q3 		$187M Sell
2,781,900
-63,000
-2% -$4.38M 3.19% 8
2021
Q2 		$192M Sell
2,844,900
-102,000
-3% -$6.5M 3.3% 7
2021
Q1 		$177M Sell
2,946,900
-4,962
-0.2% -$297K 3.75% 5
2020
Q4 		$172M Buy
2,951,862
+17,400
+0.6% +$953K 3.92% 5
2020
Q3 		$151M Buy
2,934,462
+894,162
+44% +$45.1M 3.9% 5
2020
Q2 		$94.9M Sell
2,040,300
-12,000
-0.6% -$504K 2.73% 9
2020
Q1 		$72.4M Sell
2,052,300
-101,400
-5% -$4.06M 2.6% 10
2019
Q4 		$86.9M Buy
+2,153,700
New +$82M 2.54% 10

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Equitable Holdings's IGM Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Expanded Tech Sector ETF (IGM) stake by 33% in Q1 2026, selling an estimated $67.1M and leaving 1,077,783 shares worth $277M. The position accounts for 1.78% of the portfolio, ranked #6.

Equitable Holdings first reported a position in IGM in Q4 2019 and has held it in 26 quarters since. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Equitable Holdings held 1,077,783 shares of iShares Expanded Tech Sector ETF worth $277M as of Q1 2026.
  • Equitable Holdings sold 533,514 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $67.1M.
  • iShares Expanded Tech Sector ETF made up 1.78% of Equitable Holdings's portfolio in Q1 2026, its #6 holding.
  • Equitable Holdings first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 26 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.