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

Kathmere Capital 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	$422K	Hold	2,580	–	–	0.02%	438
2026 Q1	$306K	Sell	2,580 -979	-28%	-$123K	0.02%	463
2025 Q4	$460K	Sell	3,559 -357	-9%	-$46.2K	0.03%	330
2025 Q3	$493K	Sell	3,916 -38	-1%	-$4.48K	0.04%	296
2025 Q2	$444K	Hold	3,954	–	–	0.03%	302
2025 Q1	$359K	Hold	3,954	–	–	0.03%	291
2024 Q4	$404K	Hold	3,954	–	–	0.04%	266
2024 Q3	$379K	Buy	+3,954	New	+$365K	0.04%	251

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

Kathmere Capital Management's IGM Position: Q2 2026 in Review

Kathmere Capital Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,580 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #438.

Kathmere Capital Management first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $493K in Q3 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Kathmere Capital Management held 2,580 shares of iShares Expanded Tech Sector ETF worth $422K as of Q2 2026.
Kathmere Capital Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #438 holding.
Kathmere Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
Kathmere Capital Management's iShares Expanded Tech Sector ETF position peaked at $493K in Q3 2025.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.