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 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 $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IEQ Capital's IGM Position: Q1 2026 in Review

IEQ Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.9% in Q1 2026, selling an estimated $28.7K and leaving 5,665 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

IEQ Capital first reported a position in IGM in Q1 2021 and has held it in 18 quarters since. The position peaked at $761K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

IEQ Capital held 5,665 shares of iShares Expanded Tech Sector ETF worth $671K as of Q1 2026.
IEQ Capital sold 228 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $28.7K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1181 holding.
IEQ Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 18 quarters since.
IEQ Capital's iShares Expanded Tech Sector ETF position peaked at $761K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.