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Grimes & Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Grimes & Company’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 		– Sell
-16,295
Closed -$2.1M – 454
2025
Q4 		$2.1M Buy
+16,295
New +$2.11M 0.05% 189

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Grimes & Company's IGM Position: Q1 2026 in Review

Grimes & Company sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 16,295 shares — an estimated $2.1M sold.

Grimes & Company first reported a position in IGM in Q4 2025 and held it in 1 quarter. The position peaked at $2.1M in Q4 2025. 510 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Grimes & Company reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 16,295 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $2.1M.
  • Grimes & Company first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and held it in 1 quarter.
  • Grimes & Company's iShares Expanded Tech Sector ETF position peaked at $2.1M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.