Lazard Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Lazard Asset 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 Q1	–	Sell	-7,110	Closed	-$918K	–	1969
2025 Q4	$918K	Hold	7,110	–	–	﹤0.01%	1186
2025 Q3	$896K	Hold	7,110	–	–	﹤0.01%	1175
2025 Q2	$798K	Hold	7,110	–	–	﹤0.01%	1360
2025 Q1	$644K	Hold	7,110	–	–	﹤0.01%	1341
2024 Q4	$725K	Hold	7,110	–	–	﹤0.01%	1261
2024 Q3	$682K	Hold	7,110	–	–	﹤0.01%	1257
2024 Q2	$670K	Hold	7,110	–	–	﹤0.01%	1094
2024 Q1	$612K	Hold	7,110	–	–	﹤0.01%	1019
2023 Q4	$531K	Hold	7,110	–	–	﹤0.01%	1099
2023 Q3	$452K	Hold	7,110	–	–	﹤0.01%	1168
2023 Q2	$465K	Hold	7,110	–	–	﹤0.01%	1139
2023 Q1	$402K	Hold	7,110	–	–	﹤0.01%	1148
2022 Q4	$331K	Sell	7,110 -31,206	-81%	-$1.5M	﹤0.01%	1195
2022 Q3	$1.76M	Sell	38,316 -180	-0.5%	-$9.49K	﹤0.01%	913
2022 Q2	$1.89M	Buy	38,496 +108	+0.3%	+$5.92K	﹤0.01%	921
2022 Q1	$2.49M	Sell	38,388 -264	-0.7%	-$17K	﹤0.01%	859
2021 Q4	$2.83M	Hold	38,652	–	–	﹤0.01%	876
2021 Q3	$2.6M	Sell	38,652 -360	-0.9%	-$25K	﹤0.01%	880
2021 Q2	$2.63M	Hold	39,012	–	–	﹤0.01%	812
2021 Q1	$2.35M	Sell	39,012 -23,046	-37%	-$1.38M	﹤0.01%	769
2020 Q4	$3.62M	Hold	62,058	–	–	﹤0.01%	701
2020 Q3	$3.2M	Sell	62,058 -63,486	-51%	-$3.2M	﹤0.01%	668
2020 Q2	$5.84M	Sell	125,544 -71,892	-36%	-$3.02M	0.01%	543
2020 Q1	$6.97M	Buy	197,436 +109,032	+123%	+$4.37M	0.01%	487
2019 Q4	$3.57M	Buy	88,404 +30	+0%	+$1.14K	0.01%	608
2019 Q3	$3.2M	Sell	88,374 -64,410	-42%	-$2.36M	0.01%	601
2019 Q2	$5.49M	Buy	152,784 +36	+0%	+$1.27K	0.01%	575
2019 Q1	$5.25M	Sell	152,748 -39,630	-21%	-$1.27M	0.01%	579
2018 Q4	$5.5M	Buy	192,378 +32,250	+20%	+$997K	0.01%	515
2018 Q3	$5.59M	Buy	160,128 +144	+0.1%	+$4.89K	0.01%	554
2018 Q2	$5.14M	Buy	159,984 +15,156	+10%	+$478K	0.01%	559
2018 Q1	$4.33M	Buy	144,828 +162	+0.1%	+$4.92K	0.01%	563
2017 Q4	$4.07M	Sell	144,666 -141,834	-50%	-$3.92M	0.01%	568
2017 Q3	$7.41M	Hold	286,500	–	–	0.01%	498
2017 Q2	$6.91M	Sell	286,500 -133,230	-32%	-$3.2M	0.01%	495
2017 Q1	$9.69M	Buy	419,730 +242,670	+137%	+$5.39M	0.02%	465
2016 Q4	$3.65M	Sell	177,060 -499,590	-74%	-$10.3M	0.01%	558
2016 Q3	$13.9M	Buy	+676,650	New	+$13.4M	0.03%	341
2016 Q2	–	Sell	-309,804	Closed	-$5.71M	–	1071
2016 Q1	$5.71M	Sell	309,804 -852,942	-73%	-$14.7M	0.01%	478
2015 Q4	$21.4M	Buy	1,162,746 +170,406	+17%	+$3.14M	0.05%	244
2015 Q3	$16.6M	Buy	992,340 +284,130	+40%	+$4.93M	0.04%	261
2015 Q2	$12.2M	Buy	708,210 +335,070	+90%	+$5.94M	0.03%	340
2015 Q1	$6.41M	Buy	373,140 +243,162	+187%	+$4.17M	0.01%	487
2014 Q4	$2.21M	Sell	129,978 -1,374,762	-91%	-$22.7M	﹤0.01%	646
2014 Q3	$24.5M	Buy	1,504,740 +747,090	+99%	+$12.2M	0.05%	226
2014 Q2	$12M	Buy	757,650 +693,390	+1,079%	+$10.6M	0.03%	363
2014 Q1	$974K	Sell	64,260 -555,150	-90%	-$8.35M	﹤0.01%	678
2013 Q4	$9.25M	Sell	619,410 -1,006,830	-62%	-$14.1M	0.02%	385
2013 Q3	$21.6M	Sell	1,626,240 -528,204	-25%	-$6.88M	0.05%	225
2013 Q2	$26.7M	Buy	+2,154,444	New	+$26.6M	0.06%	202

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

Lazard Asset Management's IGM Position: Q1 2026 in Review

Lazard Asset Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 7,110 shares — an estimated $918K sold.

Lazard Asset Management first reported a position in IGM in Q2 2013 and held it in 50 quarters. The position peaked at $26.7M in Q2 2013. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Lazard Asset Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
Lazard Asset Management sold 7,110 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $918K.
Lazard Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 50 quarters.
Lazard Asset Management's iShares Expanded Tech Sector ETF position peaked at $26.7M in Q2 2013.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.