Morgan Stanley’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Morgan Stanley’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	$385M	Buy	2,351,927 +19,157	+0.8%	+$2.87M	0.02%	687
2026 Q1	$276M	Sell	2,332,770 -58,070	-2%	-$7.31M	0.02%	786
2025 Q4	$309M	Sell	2,390,840 -16,153	-0.7%	-$2.09M	0.02%	734
2025 Q3	$303M	Buy	2,406,993 +182,075	+8%	+$21.5M	0.02%	719
2025 Q2	$250M	Sell	2,224,918 -48,962	-2%	-$4.81M	0.02%	760
2025 Q1	$206M	Sell	2,273,880 -77,510	-3%	-$7.83M	0.01%	829
2024 Q4	$240M	Buy	2,351,390 +225,857	+11%	+$22.7M	0.02%	756
2024 Q3	$204M	Buy	2,125,533 +160,475	+8%	+$14.8M	0.01%	818
2024 Q2	$185M	Buy	1,965,058 +265,382	+16%	+$23.2M	0.01%	840
2024 Q1	$146M	Sell	1,699,676 -1,625,512	-49%	-$132M	0.01%	946
2023 Q4	$248M	Buy	3,325,188 +1,867,104	+128%	+$128M	0.01%	1016
2023 Q3	$92.9M	Sell	1,458,084 -96,000	-6%	-$6.33M	0.01%	1108
2023 Q2	$102M	Sell	1,554,084 -10,800	-0.7%	-$642K	0.01%	1081
2023 Q1	$88.5M	Sell	1,564,884 -96,906	-6%	-$5.05M	0.01%	1131
2022 Q4	$77.6M	Sell	1,661,790 -144,252	-8%	-$6.91M	0.01%	1194
2022 Q3	$83.2M	Sell	1,806,042 -67,182	-4%	-$3.54M	0.01%	1003
2022 Q2	$91.9M	Sell	1,873,224 -1,818	-0.1%	-$99.7K	0.01%	971
2022 Q1	$121M	Buy	1,875,042 +108,708	+6%	+$7M	0.02%	753
2021 Q4	$129M	Buy	1,766,334 +111,384	+7%	+$8.01M	0.02%	747
2021 Q3	$111M	Sell	1,654,950 -1,026	-0.1%	-$71.3K	0.02%	791
2021 Q2	$111M	Buy	1,655,976 +11,688	+0.7%	+$744K	0.01%	794
2021 Q1	$98.9M	Buy	1,644,288 +3,648	+0.2%	+$218K	0.01%	767
2020 Q4	$95.7M	Buy	1,640,640 +93,408	+6%	+$5.12M	0.01%	748
2020 Q3	$79.7M	Sell	1,547,232 -255,096	-14%	-$12.9M	0.02%	691
2020 Q2	$83.8M	Buy	1,802,328 +10,272	+0.6%	+$432K	0.02%	613
2020 Q1	$63.3M	Buy	1,792,056 +587,592	+49%	+$23.5M	0.02%	641
2019 Q4	$48.6M	Buy	1,204,464 +15,402	+1%	+$587K	0.01%	951
2019 Q3	$43M	Buy	1,189,062 +15,108	+1%	+$552K	0.01%	943
2019 Q2	$42.2M	Buy	1,173,954 +55,392	+5%	+$1.96M	0.01%	942
2019 Q1	$38.4M	Sell	1,118,562 -411,048	-27%	-$13.2M	0.01%	998
2018 Q4	$43.8M	Buy	1,529,610 +123,588	+9%	+$3.82M	0.01%	883
2018 Q3	$49.1M	Sell	1,406,022 -319,104	-18%	-$10.8M	0.01%	981
2018 Q2	$55.5M	Buy	1,725,126 +291,372	+20%	+$9.19M	0.02%	856
2018 Q1	$42.9M	Buy	1,433,754 +163,896	+13%	+$4.98M	0.01%	1015
2017 Q4	$35.7M	Sell	1,269,858 -268,992	-17%	-$7.43M	0.01%	1182
2017 Q3	$39.8M	Buy	1,538,850 +360	+0%	+$9.09K	0.01%	1045
2017 Q2	$37.1M	Sell	1,538,490 -52,890	-3%	-$1.27M	0.01%	1075
2017 Q1	$36.7M	Sell	1,591,380 -69,156	-4%	-$1.54M	0.01%	1102
2016 Q4	$34.3M	Buy	1,660,536 +67,062	+4%	+$1.38M	0.01%	1106
2016 Q3	$32.8M	Sell	1,593,474 -119,796	-7%	-$2.37M	0.01%	1095
2016 Q2	$31.4M	Sell	1,713,270 -306,666	-15%	-$5.62M	0.01%	1087
2016 Q1	$37.3M	Sell	2,019,936 -9,768	-0.5%	-$168K	0.01%	925
2015 Q4	$37.4M	Sell	2,029,704 -1,013,358	-33%	-$18.7M	0.01%	961
2015 Q3	$50.9M	Sell	3,043,062 -124,860	-4%	-$2.17M	0.02%	785
2015 Q2	$54.7M	Buy	3,167,922 +1,189,218	+60%	+$21.1M	0.02%	816
2015 Q1	$34M	Sell	1,978,704 -213,822	-10%	-$3.66M	0.01%	1070
2014 Q4	$37.2M	Buy	2,192,526 +111,684	+5%	+$1.84M	0.01%	1033
2014 Q3	$33.9M	Buy	2,080,842 +27,822	+1%	+$453K	0.01%	1052
2014 Q2	$32.6M	Buy	2,053,020 +23,946	+1%	+$365K	0.01%	1053
2014 Q1	$30.8M	Sell	2,029,074 -27,924	-1%	-$420K	0.01%	1053
2013 Q4	$30.7M	Buy	2,056,998 +23,982	+1%	+$336K	0.01%	1046
2013 Q3	$27M	Buy	2,033,016 +1,740	+0.1%	+$22.7K	0.01%	1005
2013 Q2	$25.2M	Buy	+2,031,276	New	+$25.1M	0.01%	1024

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley's IGM Position: Q2 2026 in Review

Morgan Stanley increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.82% in Q2 2026, buying an estimated $2.87M and bringing the position to 2,351,927 shares worth $385M. The position accounts for 0.02% of the portfolio, ranked #687.

Morgan Stanley first reported a position in IGM in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Morgan Stanley held 2,351,927 shares of iShares Expanded Tech Sector ETF worth $385M as of Q2 2026.
Morgan Stanley bought 19,157 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.87M.
iShares Expanded Tech Sector ETF made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #687 holding.
Morgan Stanley first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 53 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.