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

Grandview 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	$839K	Sell	5,129 -517	-9%	-$77.4K	0.21%	67
2026 Q1	$669K	Sell	5,646 -1,584	-22%	-$199K	0.2%	71
2025 Q4	$934K	Buy	7,230 +4,302	+147%	+$557K	0.26%	65
2025 Q3	$369K	Buy	+2,928	New	+$345K	0.1%	110

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

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

Grandview Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 9.2% in Q2 2026, selling an estimated $77.4K and leaving 5,129 shares worth $839K. The position accounts for 0.21% of the portfolio, ranked #67.

Grandview Asset Management first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $934K in Q4 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Grandview Asset Management held 5,129 shares of iShares Expanded Tech Sector ETF worth $839K as of Q2 2026.
Grandview Asset Management sold 517 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $77.4K.
iShares Expanded Tech Sector ETF made up 0.21% of Grandview Asset Management's portfolio in Q2 2026, its #67 holding.
Grandview Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
Grandview Asset Management's iShares Expanded Tech Sector ETF position peaked at $934K in Q4 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.