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

Mystic 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
Q2 		$1.05M Sell
6,416
-12
-0.2% -$1.8K 0.22% 96
2026
Q1 		$762K Sell
6,428
-355
-5% -$44.7K 0.18% 114
2025
Q4 		$876K Buy
6,783
+10
+0.1% +$1.29K 0.2% 105
2025
Q3 		$853K Sell
6,773
-15
-0.2% -$1.77K 0.19% 104
2025
Q2 		$763K Buy
6,788
+70
+1% +$6.88K 0.18% 110
2025
Q1 		$609K Sell
6,718
-385
-5% -$38.9K 0.16% 120
2024
Q4 		$725K Sell
7,103
-30
-0.4% -$3.02K 0.19% 111
2024
Q3 		$684K Hold
7,133
– – 0.26% 95
2024
Q2 		$673K Buy
7,133
+215
+3% +$18.8K 0.27% 90
2024
Q1 		$596K Hold
6,918
– – 0.25% 100
2023
Q4 		$517K Buy
6,918
+432
+7% +$29.5K 0.25% 101
2023
Q3 		$413K Sell
6,486
-48
-0.7% -$3.17K 0.23% 102
2023
Q2 		$428K Hold
6,534
– – 0.23% 105
2023
Q1 		$370K Sell
6,534
-528
-7% -$27.5K 0.2% 110
2022
Q4 		$330K Buy
7,062
+150
+2% +$7.19K 0.19% 116
2022
Q3 		$318K Sell
6,912
-30
-0.4% -$1.58K 0.2% 115
2022
Q2 		$340K Sell
6,942
-318
-4% -$17.4K 0.21% 118
2022
Q1 		$470K Sell
7,260
-48
-0.7% -$3.09K 0.25% 110
2021
Q4 		$534K Buy
+7,308
New +$525K 0.25% 106

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mystic Asset Management's IGM Position: Q2 2026 in Review

Mystic Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.19% in Q2 2026, selling an estimated $1.8K and leaving 6,416 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #96.

Mystic Asset Management first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Mystic Asset Management held 6,416 shares of iShares Expanded Tech Sector ETF worth $1.05M as of Q2 2026.
  • Mystic Asset Management sold 12 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.8K.
  • iShares Expanded Tech Sector ETF made up 0.22% of Mystic Asset Management's portfolio in Q2 2026, its #96 holding.
  • Mystic Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.