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Osterweis Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Osterweis Capital 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 		– Hold
0
– – – 123
2026
Q1 		– Hold
0
– – – 125
2025
Q4 		– Hold
0
– – – 129
2025
Q3 		– Hold
0
– – – 128
2025
Q2 		– Hold
0
– – – 133
2025
Q1 		– Hold
0
– – – 106
2024
Q4 		– Hold
0
– – – 107
2024
Q3 		– Hold
0
– – – 100
2024
Q2 		– Hold
0
– – – 97
2024
Q1 		– Hold
0
– – – 151
2022
Q4 		– Hold
0
– – – 184
2022
Q3 		– Hold
0
– – – 172
2021
Q4 		– Hold
0
– – – 122
2021
Q3 		– Hold
0
– – – 123
2021
Q2 		– Hold
0
– – – 125
2021
Q1 		– Hold
0
– – – 123
2020
Q4 		– Hold
0
– – – 109

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