Horizon Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Horizon Investments’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	$590K	Sell	3,604 -3,604	-50%	-$540K	0.01%	855
2026 Q1	$854K	Buy	7,208 +2,969	+70%	+$374K	0.01%	697
2025 Q4	$548K	Buy	4,239 +612	+17%	+$79.3K	0.01%	851
2025 Q3	$457K	Buy	3,627 +3,602	+14,408%	+$425K	0.01%	851
2025 Q2	$2.81K	Sell	25 -1	-4%	-$98	﹤0.01%	1016
2025 Q1	$2.36K	Buy	26 +6	+30%	+$606	﹤0.01%	714
2024 Q4	$2.04K	Hold	20	–	–	﹤0.01%	726
2024 Q3	$1.92K	Buy	20 +2	+11%	+$185	﹤0.01%	709
2024 Q2	$1.7K	Hold	18	–	–	﹤0.01%	699
2024 Q1	$1.55K	Sell	18 -168	-90%	-$13.7K	﹤0.01%	695
2023 Q4	$13.9K	Buy	186 +144	+343%	+$9.85K	﹤0.01%	632
2023 Q3	$2.67K	Sell	42 -6	-13%	-$396	﹤0.01%	674
2023 Q2	$3.14K	Hold	48	–	–	﹤0.01%	647
2023 Q1	$2.71K	Buy	+48	New	+$2.5K	﹤0.01%	650

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 22.9% 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

Horizon Investments's IGM Position: Q2 2026 in Review

Horizon Investments reduced its iShares Expanded Tech Sector ETF (IGM) stake by 50% in Q2 2026, selling an estimated $540K and leaving 3,604 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #855.

Horizon Investments first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. The position peaked at $854K in Q1 2026. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Horizon Investments held 3,604 shares of iShares Expanded Tech Sector ETF worth $590K as of Q2 2026.
Horizon Investments sold 3,604 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $540K.
iShares Expanded Tech Sector ETF made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #855 holding.
Horizon Investments first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
Horizon Investments's iShares Expanded Tech Sector ETF position peaked at $854K in Q1 2026.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.