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P.J. Schmidt Investment Management (PJS)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$886K Sell
5,415
-758
-12% -$114K 0.14% 87
2026
Q1 		$732K Buy
6,173
+627
+11% +$78.9K 0.12% 93
2025
Q4 		$716K Sell
5,546
-1,006
-15% -$130K 0.12% 92
2025
Q3 		$825K Sell
6,552
-162
-2% -$19.1K 0.14% 86
2025
Q2 		$754K Sell
6,714
-172
-2% -$16.9K 0.13% 90
2025
Q1 		$624K Sell
6,886
-15
-0.2% -$1.51K 0.11% 96
2024
Q4 		$705K Sell
6,901
-19
-0.3% -$1.91K 0.12% 90
2024
Q3 		$664K Buy
6,920
+194
+3% +$17.9K 0.11% 93
2024
Q2 		$634K Buy
6,726
+528
+9% +$46.2K 0.12% 93
2024
Q1 		$534K Buy
6,198
+144
+2% +$11.7K 0.1% 104
2023
Q4 		$482K Sell
6,054
-300
-5% -$20.5K 0.1% 110
2023
Q3 		$410K Buy
6,354
+150
+2% +$9.89K 0.09% 115
2023
Q2 		$418K Hold
6,204
– – 0.08% 116
2023
Q1 		$348K Buy
+6,204
New +$324K 0.07% 135

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

P.J. Schmidt Investment Management (PJS)'s IGM Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2026, selling an estimated $114K and leaving 5,415 shares worth $886K. The position accounts for 0.14% of the portfolio, ranked #87.

P.J. Schmidt Investment Management (PJS) first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 5,415 shares of iShares Expanded Tech Sector ETF worth $886K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 758 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $114K.
  • iShares Expanded Tech Sector ETF made up 0.14% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #87 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.