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Kesler Norman & Wride’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kesler Norman & Wride’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 		$700K Sell
4,281
-359
-8% -$53.8K 0.11% 177
2026
Q1 		$550K Sell
4,640
-1,979
-30% -$249K 0.09% 181
2025
Q4 		$855K Sell
6,619
-1,340
-17% -$174K 0.15% 148
2025
Q3 		$813K Buy
7,959
+1,697
+27% +$200K 0.16% 126
2025
Q2 		$703K Sell
6,262
-2,305
-27% -$226K 0.12% 171
2025
Q1 		$777K Buy
8,567
+608
+8% +$61.4K 0.15% 150
2024
Q4 		$813K Buy
7,959
+1,700
+27% +$171K 0.18% 121
2024
Q3 		$601K Sell
6,259
-1,222
-16% -$113K 0.12% 148
2024
Q2 		$706K Sell
7,481
-115
-2% -$10.1K 0.15% 116
2024
Q1 		$655K Sell
7,596
-2,184
-22% -$178K 0.14% 119
2023
Q4 		$731K Buy
9,780
+1,272
+15% +$87K 0.17% 118
2023
Q3 		$542K Sell
8,508
-1,242
-13% -$81.9K 0.14% 128
2023
Q2 		$638K Sell
9,750
-420
-4% -$25K 0.15% 121
2023
Q1 		$575K Sell
10,170
-6,498
-39% -$339K 0.14% 125
2022
Q4 		$778K Sell
16,668
-54,054
-76% -$2.59M 0.2% 108
2022
Q3 		$3.26M Buy
70,722
+4,158
+6% +$219K 0.91% 43
2022
Q2 		$3.27M Sell
66,564
-45,162
-40% -$2.48M 0.91% 43
2022
Q1 		$7.24M Buy
111,726
+6,912
+7% +$445K 1.61% 15
2021
Q4 		$7.67M Buy
104,814
+4,206
+4% +$302K 1.62% 18
2021
Q3 		$6.77M Buy
100,608
+9,090
+10% +$632K 1.59% 18
2021
Q2 		$6.31M Sell
91,518
-20,148
-18% -$1.28M 1.45% 20
2021
Q1 		$6.72M Buy
111,666
+1,530
+1% +$91.5K 1.67% 19
2020
Q4 		$6.42M Buy
+110,136
New +$6.03M 1.79% 15

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kesler Norman & Wride's IGM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares Expanded Tech Sector ETF (IGM) stake by 7.7% in Q2 2026, selling an estimated $53.8K and leaving 4,281 shares worth $700K. The position accounts for 0.11% of the portfolio, ranked #177.

Kesler Norman & Wride first reported a position in IGM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.67M in Q4 2021. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Kesler Norman & Wride held 4,281 shares of iShares Expanded Tech Sector ETF worth $700K as of Q2 2026.
  • Kesler Norman & Wride sold 359 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $53.8K.
  • iShares Expanded Tech Sector ETF made up 0.11% of Kesler Norman & Wride's portfolio in Q2 2026, its #177 holding.
  • Kesler Norman & Wride first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's iShares Expanded Tech Sector ETF position peaked at $7.67M in Q4 2021.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.