Gray Foundation’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Gray Foundation’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	$91.5M	Hold	559,116	–	–	20.16%	2
2026 Q1	$66.3M	Hold	559,116	–	–	16.7%	2
2025 Q4	$72.2M	Hold	559,116	–	–	18.12%	2
2025 Q3	$70.4M	Hold	559,116	–	–	20.04%	2
2025 Q2	$62.8M	Hold	559,116	–	–	17.79%	2
2025 Q1	$50.7M	Hold	559,116	–	–	15.81%	2
2024 Q4	$57.1M	Buy	559,116 +37,032	+7%	+$3.72M	16.28%	2
2024 Q3	$50.1M	Hold	522,084	–	–	14.86%	2
2024 Q2	$49.2M	Hold	522,084	–	–	15.06%	2
2024 Q1	$45M	Hold	522,084	–	–	14.06%	2
2023 Q4	$39M	Buy	+522,084	New	+$35.7M	13.79%	2

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

Gray Foundation's IGM Position: Q2 2026 in Review

Gray Foundation held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 559,116 shares worth $91.5M. The position accounts for 20.16% of the portfolio, ranked #2.

Gray Foundation first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Gray Foundation held 559,116 shares of iShares Expanded Tech Sector ETF worth $91.5M as of Q2 2026.
Gray Foundation left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 20.16% of Gray Foundation's portfolio in Q2 2026, its #2 holding.
Gray Foundation first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Gray Foundation's 13F filing for Q2 2026, filed 5 Aug 2026.