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

Leavell 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	$986K	Buy	6,025 +470	+8%	+$70.4K	0.04%	328
2026 Q1	$658K	Buy	5,555 +1,165	+27%	+$147K	0.03%	369
2025 Q4	$567K	Buy	4,390 +100	+2%	+$13K	0.02%	387
2025 Q3	$540K	Sell	4,290 -695	-14%	-$82K	0.02%	396
2025 Q2	$560K	Buy	4,985 +340	+7%	+$33.4K	0.03%	381
2025 Q1	$421K	Buy	4,645 +2,070	+80%	+$209K	0.02%	414
2024 Q4	$263K	Buy	+2,575	New	+$259K	0.01%	481

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

Leavell Investment Management's IGM Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 8.5% in Q2 2026, buying an estimated $70.4K and bringing the position to 6,025 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #328.

Leavell Investment Management first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Leavell Investment Management held 6,025 shares of iShares Expanded Tech Sector ETF worth $986K as of Q2 2026.
Leavell Investment Management bought 470 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $70.4K.
iShares Expanded Tech Sector ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #328 holding.
Leavell Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.