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

MAI 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	–	Sell	-282	Closed	-$33.4K	–	3329
2026 Q1	$33.4K	Sell	282 -38	-12%	-$4.78K	﹤0.01%	2498
2025 Q4	$41.3K	Sell	320 -1,192	-79%	-$154K	﹤0.01%	2119
2025 Q3	$190K	Buy	1,512 +1,330	+731%	+$157K	﹤0.01%	1284
2025 Q2	$20.4K	Hold	182	–	–	﹤0.01%	2340
2025 Q1	$16.5K	Sell	182 -226	-55%	-$22.8K	﹤0.01%	2269
2024 Q4	$41.7K	Buy	+408	New	+$41K	﹤0.01%	1867

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

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

MAI Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 282 shares — an estimated $33.4K sold.

MAI Capital Management first reported a position in IGM in Q4 2024 and held it in 6 quarters. The position peaked at $190K in Q3 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

MAI Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 282 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $33.4K.
MAI Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares Expanded Tech Sector ETF position peaked at $190K in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.