GAM
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GEM Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

GEM Asset 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
Q2 		$317K Hold
1,935
– – 0.12% 86
2026
Q1 		$229K Sell
1,935
-81
-4% -$10.2K 0.1% 94
2025
Q4 		$265K Hold
2,016
– – 0.12% 92
2025
Q3 		$257K Hold
2,016
– – 0.12% 87
2025
Q2 		$227K Buy
+2,016
New +$198K 0.12% 89
2025
Q1 		– Sell
-2,250
Closed -$230K – 98
2024
Q4 		$230K Hold
2,250
– – 0.13% 84
2024
Q3 		$215K Hold
2,250
– – 0.12% 88
2024
Q2 		$212K Buy
+2,250
New +$197K 0.13% 83

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GEM Asset Management's IGM Position: Q2 2026 in Review

GEM Asset Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,935 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #86.

GEM Asset Management first reported a position in IGM in Q2 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • GEM Asset Management held 1,935 shares of iShares Expanded Tech Sector ETF worth $317K as of Q2 2026.
  • GEM Asset Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.12% of GEM Asset Management's portfolio in Q2 2026, its #86 holding.
  • GEM Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 8 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.