Osaic Holdings
IGM icon

Osaic Holdings’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Osaic Holdings’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 		$39.8M Buy
243,168
+25,643
+12% +$3.84M 0.05% 406
2026
Q1 		$25.8M Buy
217,525
+7,017
+3% +$883K 0.04% 485
2025
Q4 		$27.2M Sell
210,508
-22,266
-10% -$2.88M 0.04% 467
2025
Q3 		$28.8M Buy
232,774
+46,199
+25% +$5.45M 0.04% 476
2025
Q2 		$20.9M Sell
186,575
-49,907
-21% -$4.9M 0.04% 479
2025
Q1 		$21.4M Buy
236,482
+85,483
+57% +$8.63M 0.05% 397
2024
Q4 		$15.4M Sell
150,999
-16,107
-10% -$1.62M 0.03% 482
2024
Q3 		$16M Buy
167,106
+15,466
+10% +$1.43M 0.04% 488
2024
Q2 		$14.3M Buy
151,640
+51,988
+52% +$4.55M 0.03% 499
2024
Q1 		$8.59M Sell
99,652
-12,182
-11% -$992K 0.02% 759
2023
Q4 		$8.36M Sell
111,834
-36,714
-25% -$2.51M 0.01% 889
2023
Q3 		$9.47M Sell
148,548
-900
-0.6% -$59.3K 0.01% 885
2023
Q2 		$9.78M Sell
149,448
-2,184
-1% -$130K 0.02% 773
2023
Q1 		$8.57M Sell
151,632
-5,406
-3% -$282K 0.02% 836
2022
Q4 		$7.33M Buy
157,038
+10,782
+7% +$517K 0.01% 880
2022
Q3 		$6.74M Buy
146,256
+1,278
+0.9% +$67.4K 0.02% 845
2022
Q2 		$7.12M Buy
144,978
+15,294
+12% +$839K 0.02% 835
2022
Q1 		$7.81M Buy
129,684
+27,078
+26% +$1.74M 0.02% 903
2021
Q4 		$7.52M Buy
102,606
+1,524
+2% +$110K 0.01% 884
2021
Q3 		$6.81M Sell
101,082
-102
-0.1% -$7.09K 0.01% 861
2021
Q2 		$6.82M Buy
101,184
+14,094
+16% +$898K 0.01% 861
2021
Q1 		$5.24M Buy
87,090
+11,346
+15% +$679K 0.01% 940
2020
Q4 		$4.42M Sell
75,744
-17,070
-18% -$935K 0.01% 931
2020
Q3 		$4.78M Sell
92,814
-45,210
-33% -$2.28M 0.01% 785
2020
Q2 		$6.42M Buy
138,024
+38,244
+38% +$1.61M 0.02% 593
2020
Q1 		$3.52M Buy
+99,780
New +$4M 0.01% 762

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 22.96% 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

Osaic Holdings's IGM Position: Q2 2026 in Review

Osaic Holdings increased its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2026, buying an estimated $3.84M and bringing the position to 243,168 shares worth $39.8M. The position accounts for 0.05% of the portfolio, ranked #406.

Osaic Holdings first reported a position in IGM in Q1 2020 and has held it in 26 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Osaic Holdings held 243,168 shares of iShares Expanded Tech Sector ETF worth $39.8M as of Q2 2026.
  • Osaic Holdings bought 25,643 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.84M.
  • iShares Expanded Tech Sector ETF made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #406 holding.
  • Osaic Holdings first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 26 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.