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Evelyn Partners Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Evelyn Partners Investment 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 		$103K Hold
865
– – ﹤0.01% 245
2025
Q4 		$112K Hold
865
– – ﹤0.01% 235
2025
Q3 		$109K Buy
+865
New +$102K ﹤0.01% 231

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
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 $83.7B AUM 27.22% 1-Year Est. Return

Evelyn Partners Investment Management's IGM Position: Q1 2026 in Review

Evelyn Partners Investment Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 865 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Evelyn Partners Investment Management first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Evelyn Partners Investment Management held 865 shares of iShares Expanded Tech Sector ETF worth $103K as of Q1 2026.
  • Evelyn Partners Investment Management left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #245 holding.
  • Evelyn Partners Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Investment Management's iShares Expanded Tech Sector ETF position peaked at $112K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.