OpenArc Corporate Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

OpenArc Corporate Advisory’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	$319K	Sell	1,953 -489	-20%	-$73.2K	﹤0.01%	611
2026 Q1	$289K	Sell	2,442 -239	-9%	-$30.1K	﹤0.01%	580
2025 Q4	$346K	Buy	+2,681	New	+$347K	0.01%	482

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 22.9% 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

OpenArc Corporate Advisory's IGM Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q2 2026, selling an estimated $73.2K and leaving 1,953 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

OpenArc Corporate Advisory first reported a position in IGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q4 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

OpenArc Corporate Advisory held 1,953 shares of iShares Expanded Tech Sector ETF worth $319K as of Q2 2026.
OpenArc Corporate Advisory sold 489 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $73.2K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #611 holding.
OpenArc Corporate Advisory first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares Expanded Tech Sector ETF position peaked at $346K in Q4 2025.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.