International Assets Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

International Assets Investment Management’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	$354K	Buy	2,197 +33	+2%	+$4.94K	0.02%	622
2026 Q1	$260K	Sell	2,164 -700	-24%	-$88.1K	0.02%	687
2025 Q4	$370K	Sell	2,864 -50	-2%	-$6.48K	0.03%	559
2025 Q3	$323K	Hold	2,914	–	–	0.03%	582
2025 Q2	$327K	Sell	2,914 -248	-8%	-$24.4K	0.03%	580
2025 Q1	$287K	Sell	3,162 -75	-2%	-$7.58K	0.03%	585
2024 Q4	$331K	Buy	+3,237	New	+$325K	0.03%	538
2024 Q3	–	Sell	-3,125	Closed	-$295K	–	2182
2024 Q2	$295K	Buy	3,125 +61	+2%	+$5.34K	0.03%	555
2024 Q1	$266K	Sell	3,064 -230	-7%	-$18.7K	0.03%	570
2023 Q4	$246K	Buy	+3,294	New	+$225K	0.03%	554
2022 Q2	–	Sell	-3,408	Closed	-$221K	–	506
2022 Q1	$221K	Buy	+3,408	New	+$219K	0.04%	401

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

International Assets Investment Management's IGM Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.5% in Q2 2026, buying an estimated $4.94K and bringing the position to 2,197 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #622.

International Assets Investment Management first reported a position in IGM in Q1 2022 and has held it in 11 quarters since. The position peaked at $370K in Q4 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

International Assets Investment Management held 2,197 shares of iShares Expanded Tech Sector ETF worth $354K as of Q2 2026.
International Assets Investment Management bought 33 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $4.94K.
iShares Expanded Tech Sector ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #622 holding.
International Assets Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 11 quarters since.
International Assets Investment Management's iShares Expanded Tech Sector ETF position peaked at $370K in Q4 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.