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Matrix Private Capital Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Matrix Private Capital Group’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 		$17.8K Hold
150
– – 0.01% 129
2025
Q4 		$19.4K Sell
150
-50
-25% -$6.48K 0.01% 126
2025
Q3 		$25.2K Hold
200
– – 0.01% 119
2025
Q2 		$22.5K Sell
200
-100
-33% -$9.82K 0.01% 121
2025
Q1 		$27.2K Hold
300
– – 0.02% 128
2024
Q4 		$30.6K Hold
300
– – 0.02% 138
2024
Q3 		$28.8K Hold
300
– – 0.02% 141
2024
Q2 		$28.3K Hold
300
– – 0.02% 140
2024
Q1 		$25.9K Hold
300
– – 0.02% 135
2023
Q4 		$22.4K Hold
300
– – 0.02% 133
2023
Q3 		$19.1K Hold
300
– – 0.01% 151
2023
Q2 		$19.6K Sell
300
-60
-17% -$3.57K 0.01% 156
2023
Q1 		$20.4K Hold
360
– – 0.01% 177
2022
Q4 		$16.8K Hold
360
– – 0.01% 176
2022
Q3 		$17K Sell
360
-930
-72% -$49K 0.01% 179
2022
Q2 		$63K Buy
1,290
+54
+4% +$2.96K 0.04% 198
2022
Q1 		$80K Buy
1,236
+6
+0.5% +$386 0.04% 211
2021
Q4 		$90K Sell
1,230
-72
-6% -$5.17K 0.04% 215
2021
Q3 		$88K Sell
1,302
-180
-12% -$12.5K 0.05% 199
2021
Q2 		$100K Hold
1,482
– – 0.05% 195
2021
Q1 		$89K Sell
1,482
-612
-29% -$36.6K 0.05% 195
2020
Q4 		$122K Sell
2,094
-390
-16% -$21.4K 0.09% 168
2020
Q3 		$128K Hold
2,484
– – 0.13% 128
2020
Q2 		$116K Buy
2,484
+216
+10% +$9.08K 0.13% 124
2020
Q1 		$80K Buy
2,268
+36
+2% +$1.44K 0.11% 118
2019
Q4 		$90K Buy
+2,232
New +$85K 0.09% 153

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Matrix Private Capital Group's IGM Position: Q1 2026 in Review

Matrix Private Capital Group held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 150 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #129.

Matrix Private Capital Group first reported a position in IGM in Q4 2019 and has held it in 26 quarters since. The position peaked at $128K in Q3 2020. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Matrix Private Capital Group held 150 shares of iShares Expanded Tech Sector ETF worth $17.8K as of Q1 2026.
  • Matrix Private Capital Group left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Matrix Private Capital Group's portfolio in Q1 2026, its #129 holding.
  • Matrix Private Capital Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's iShares Expanded Tech Sector ETF position peaked at $128K in Q3 2020.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.