IEQ Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

IEQ Capital’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	$976K	Buy	5,965 +300	+5%	+$44.9K	﹤0.01%	1104
2026 Q1	$671K	Sell	5,665 -228	-4%	-$28.7K	﹤0.01%	1181
2025 Q4	$761K	Buy	5,893 +387	+7%	+$50.1K	﹤0.01%	1143
2025 Q3	$693K	Hold	5,506	–	–	﹤0.01%	1160
2025 Q2	$618K	Buy	5,506 +1,968	+56%	+$193K	﹤0.01%	1065
2025 Q1	$321K	Sell	3,538 -1,968	-36%	-$199K	﹤0.01%	1158
2024 Q4	$562K	Buy	5,506 +1,968	+56%	+$198K	0.01%	804
2024 Q3	$339K	Hold	3,538	–	–	﹤0.01%	879
2024 Q2	$334K	Hold	3,538	–	–	﹤0.01%	770
2024 Q1	$305K	Sell	3,538 -2	-0.1%	-$163	﹤0.01%	769
2023 Q4	$264K	Hold	3,540	–	–	﹤0.01%	764
2023 Q3	$226K	Hold	3,540	–	–	﹤0.01%	807
2023 Q2	$232K	Hold	3,540	–	–	﹤0.01%	768
2023 Q1	$200K	Buy	+3,540	New	+$185K	﹤0.01%	825
2022 Q2	–	Sell	-3,540	Closed	-$229K	–	817
2022 Q1	$229K	Hold	3,540	–	–	0.01%	720
2021 Q4	$259K	Hold	3,540	–	–	0.01%	627
2021 Q3	$238K	Hold	3,540	–	–	0.01%	624
2021 Q2	$238K	Hold	3,540	–	–	0.01%	532
2021 Q1	$213K	Buy	+3,540	New	+$212K	0.01%	449

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

IEQ Capital's IGM Position: Q2 2026 in Review

IEQ Capital increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.3% in Q2 2026, buying an estimated $44.9K and bringing the position to 5,965 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

IEQ Capital first reported a position in IGM in Q1 2021 and has held it in 19 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

IEQ Capital held 5,965 shares of iShares Expanded Tech Sector ETF worth $976K as of Q2 2026.
IEQ Capital bought 300 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $44.9K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1104 holding.
IEQ Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 19 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.