Garde Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Garde Capital’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	$231K	Buy	+1,410	New	+$211K	0.01%	224
2025 Q3	–	Sell	-1,410	Closed	-$158K	–	511
2025 Q2	$158K	Hold	1,410	–	–	0.01%	239
2025 Q1	$128K	Hold	1,410	–	–	0.01%	250
2024 Q4	$144K	Hold	1,410	–	–	0.01%	239
2024 Q3	$135K	Hold	1,410	–	–	0.01%	239
2024 Q2	$133K	Hold	1,410	–	–	0.01%	235
2024 Q1	$121K	Hold	1,410	–	–	0.01%	260
2023 Q4	$105K	Buy	+1,410	New	+$96.4K	0.01%	270

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 22.9% 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

Garde Capital's IGM Position: Q2 2026 in Review

Garde Capital opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,410 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Garde Capital previously reported a position in IGM as recently as Q2 2025.

Garde Capital first reported a position in IGM in Q4 2023 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Garde Capital held 1,410 shares of iShares Expanded Tech Sector ETF worth $231K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Garde Capital position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #224 holding.
Garde Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.