KCM Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

KCM Investment Advisors’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	$275K	Buy	+1,680	New	+$252K	0.01%	361
2026 Q1	–	Sell	-1,680	Closed	-$217K	–	399
2025 Q4	$217K	Buy	+1,680	New	+$218K	0.01%	375
2022 Q3	–	Sell	-4,470	Closed	-$219K	–	390
2022 Q2	$219K	Hold	4,470	–	–	0.01%	369
2022 Q1	$289K	Sell	4,470 -600	-12%	-$38.6K	0.01%	356
2021 Q4	$371K	Hold	5,070	–	–	0.01%	318
2021 Q3	$341K	Buy	5,070 +894	+21%	+$62.1K	0.01%	311
2021 Q2	$281K	Sell	4,176 -60	-1%	-$3.82K	0.01%	333
2021 Q1	$255K	Sell	4,236 -162	-4%	-$9.69K	0.01%	327
2020 Q4	$256K	Hold	4,398	–	–	0.01%	310
2020 Q3	$227K	Hold	4,398	–	–	0.01%	294
2020 Q2	$205K	Buy	+4,398	New	+$185K	0.01%	324

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

KCM Investment Advisors's IGM Position: Q2 2026 in Review

KCM Investment Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,680 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in IGM as recently as Q4 2025.

KCM Investment Advisors first reported a position in IGM in Q2 2020 and has held it in 11 quarters since. The position peaked at $371K in Q4 2021. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

KCM Investment Advisors held 1,680 shares of iShares Expanded Tech Sector ETF worth $275K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new KCM Investment Advisors position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #361 holding.
KCM Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 11 quarters since.
KCM Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $371K in Q4 2021.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.