Harrell Investment Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harrell Investment Partners’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	$1.57M	Buy	9,620 +11	+0.1%	+$1.65K	0.34%	63
2026 Q1	$1.14M	Sell	9,609 -2,847	-23%	-$358K	0.27%	68
2025 Q4	$1.61M	Sell	12,456 -4,913	-28%	-$636K	0.38%	60
2025 Q3	$2.19M	Buy	+17,369	New	+$2.05M	0.52%	50
2022 Q2	–	Sell	-3,108	Closed	-$201K	–	97
2022 Q1	$201K	Buy	+3,108	New	+$200K	0.07%	99

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

Harrell Investment Partners's IGM Position: Q2 2026 in Review

Harrell Investment Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.11% in Q2 2026, buying an estimated $1.65K and bringing the position to 9,620 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #63.

Harrell Investment Partners first reported a position in IGM in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Harrell Investment Partners held 9,620 shares of iShares Expanded Tech Sector ETF worth $1.57M as of Q2 2026.
Harrell Investment Partners bought 11 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.65K.
iShares Expanded Tech Sector ETF made up 0.34% of Harrell Investment Partners's portfolio in Q2 2026, its #63 holding.
Harrell Investment Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 5 quarters since.
Harrell Investment Partners's iShares Expanded Tech Sector ETF position peaked at $2.19M in Q3 2025.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.