GAM
IGM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Grandview Asset Management's IGM Position: Q1 2026 in Review

Grandview Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 22% in Q1 2026, selling an estimated $199K and leaving 5,646 shares worth $669K. The position accounts for 0.2% of the portfolio, ranked #71.

Grandview Asset Management first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $934K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Grandview Asset Management held 5,646 shares of iShares Expanded Tech Sector ETF worth $669K as of Q1 2026.
  • Grandview Asset Management sold 1,584 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $199K.
  • iShares Expanded Tech Sector ETF made up 0.2% of Grandview Asset Management's portfolio in Q1 2026, its #71 holding.
  • Grandview Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Grandview Asset Management's iShares Expanded Tech Sector ETF position peaked at $934K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.