GeoWealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

GeoWealth 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	$377K	Buy	3,178 +1,200	+61%	+$151K	0.01%	538
2025 Q4	$255K	Sell	1,978 -2,381	-55%	-$308K	0.01%	610
2025 Q3	$549K	Buy	+4,359	New	+$514K	0.02%	428
2022 Q4	–	Sell	-41,724	Closed	-$1.92M	–	375
2022 Q3	$1.92M	Sell	41,724 -53,766	-56%	-$2.83M	0.21%	85
2022 Q2	$4.69M	Buy	95,490 +33,420	+54%	+$1.83M	0.63%	37
2022 Q1	$4.02M	Buy	+62,070	New	+$4M	0.35%	74

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GeoWealth Management's IGM Position: Q1 2026 in Review

GeoWealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 61% in Q1 2026, buying an estimated $151K and bringing the position to 3,178 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #538.

GeoWealth Management first reported a position in IGM in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.69M in Q2 2022. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

GeoWealth Management held 3,178 shares of iShares Expanded Tech Sector ETF worth $377K as of Q1 2026.
GeoWealth Management bought 1,200 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $151K.
iShares Expanded Tech Sector ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #538 holding.
GeoWealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 6 quarters since.
GeoWealth Management's iShares Expanded Tech Sector ETF position peaked at $4.69M in Q2 2022.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.