O'Shaughnessy Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

O'Shaughnessy 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	$1M	Sell	6,121 -580	-9%	-$86.9K	﹤0.01%	1255
2026 Q1	$794K	Sell	6,701 -4,986	-43%	-$627K	﹤0.01%	1302
2025 Q4	$1.51M	Buy	11,687 +274	+2%	+$35.5K	0.01%	971
2025 Q3	$1.44M	Buy	11,413 +2,935	+35%	+$346K	0.01%	972
2025 Q2	$952K	Sell	8,478 -3,224	-28%	-$317K	0.01%	1079
2025 Q1	$1.06M	Buy	11,702 +5,198	+80%	+$525K	0.01%	962
2024 Q4	$664K	Buy	6,504 +609	+10%	+$61.2K	0.01%	1152
2024 Q3	$585K	Buy	5,895 +3,372	+134%	+$312K	0.01%	1157
2024 Q2	$238K	Buy	2,523 +1,324	+110%	+$116K	﹤0.01%	1470
2024 Q1	$103K	Sell	1,199 -1	-0.1%	-$81	﹤0.01%	1596
2023 Q4	$89.6K	Buy	1,200 +6	+0.5%	+$410	﹤0.01%	1507
2023 Q3	$76.1K	Hold	1,194	–	–	﹤0.01%	1419
2023 Q2	$78.2K	Buy	+1,194	New	+$71K	﹤0.01%	1315

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 22.96% 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

O'Shaughnessy Asset Management's IGM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 8.7% in Q2 2026, selling an estimated $86.9K and leaving 6,121 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

O'Shaughnessy Asset Management first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

O'Shaughnessy Asset Management held 6,121 shares of iShares Expanded Tech Sector ETF worth $1M as of Q2 2026.
O'Shaughnessy Asset Management sold 580 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $86.9K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1255 holding.
O'Shaughnessy Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
O'Shaughnessy Asset Management's iShares Expanded Tech Sector ETF position peaked at $1.51M in Q4 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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