Fort Sheridan Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fort Sheridan 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	$2.48M	Sell	15,189 -90	-0.6%	-$13.5K	0.27%	72
2026 Q1	$1.81M	Sell	15,279 -24	-0.2%	-$3.02K	0.22%	84
2025 Q4	$1.98M	Buy	15,303 +2	+0%	+$259	0.25%	74
2025 Q3	$1.93M	Sell	15,301 -5,699	-27%	-$672K	0.25%	74
2025 Q2	$2.36M	Sell	21,000 -23	-0.1%	-$2.26K	0.34%	56
2025 Q1	$1.91M	Sell	21,023 -1,161	-5%	-$117K	0.29%	64
2024 Q4	$2.26M	Buy	22,184 +5	+0%	+$503	0.33%	54
2024 Q3	$2.13M	Buy	22,179 +387	+2%	+$35.8K	0.32%	59
2024 Q2	$2.06M	Sell	21,792 -1,157	-5%	-$101K	0.33%	54
2024 Q1	$1.98M	Sell	22,949 -73	-0.3%	-$5.95K	0.37%	49
2023 Q4	$1.72M	Sell	23,022 -1,038	-4%	-$71K	0.34%	53
2023 Q3	$1.53M	Buy	24,060 +2,940	+14%	+$194K	0.35%	55
2023 Q2	$1.38M	Buy	21,120 +6	+0%	+$357	0.32%	55
2023 Q1	$1.19M	Buy	21,114 +3,186	+18%	+$166K	0.3%	60
2022 Q4	$837K	Sell	17,928 -132	-0.7%	-$6.33K	0.27%	67
2022 Q3	$832K	Buy	18,060 +3,708	+26%	+$195K	0.28%	64
2022 Q2	$704K	Buy	14,352 +5,700	+66%	+$313K	0.23%	81
2022 Q1	$560K	Buy	8,652 +1,398	+19%	+$90K	0.16%	99
2021 Q4	$531K	Hold	7,254	–	–	0.15%	103
2021 Q3	$488K	Sell	7,254 -480	-6%	-$33.4K	0.16%	104
2021 Q2	$521K	Hold	7,734	–	–	0.17%	97
2021 Q1	$465K	Buy	7,734 +948	+14%	+$56.7K	0.18%	82
2020 Q4	$396K	Sell	6,786 -780	-10%	-$42.7K	0.19%	74
2020 Q3	$390K	Buy	7,566 +66	+0.9%	+$3.33K	0.23%	60
2020 Q2	$349K	Hold	7,500	–	–	0.21%	63
2020 Q1	$265K	Hold	7,500	–	–	0.2%	63
2019 Q4	$303K	Hold	7,500	–	–	0.16%	77
2019 Q3	$271K	Hold	7,500	–	–	0.15%	73
2019 Q2	$270K	Sell	7,500 -336	-4%	-$11.9K	0.16%	72
2019 Q1	$269K	Hold	7,836	–	–	0.18%	65
2018 Q4	$224K	Buy	+7,836	New	+$242K	0.16%	71

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

Fort Sheridan Advisors's IGM Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.59% in Q2 2026, selling an estimated $13.5K and leaving 15,189 shares worth $2.48M. The position accounts for 0.27% of the portfolio, ranked #72.

Fort Sheridan Advisors first reported a position in IGM in Q4 2018 and has held it in 31 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Fort Sheridan Advisors held 15,189 shares of iShares Expanded Tech Sector ETF worth $2.48M as of Q2 2026.
Fort Sheridan Advisors sold 90 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $13.5K.
iShares Expanded Tech Sector ETF made up 0.27% of Fort Sheridan Advisors's portfolio in Q2 2026, its #72 holding.
Fort Sheridan Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 31 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.