Partners Capital Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Partners Capital Investment Group’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	$2.22M	Buy	13,553 +3	+0%	+$449	0.08%	89
2026 Q1	$1.61M	Buy	13,550 +3	+0%	+$377	0.06%	95
2025 Q4	$1.75M	Buy	13,547 +1,921	+17%	+$249K	0.07%	94
2025 Q3	$1.46M	Hold	11,626	–	–	0.06%	99
2025 Q2	$1.31M	Buy	+11,626	New	+$1.14M	0.05%	103

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

Partners Capital Investment Group's IGM Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q2 2026, buying an estimated $449 and bringing the position to 13,553 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #89.

Partners Capital Investment Group first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Partners Capital Investment Group held 13,553 shares of iShares Expanded Tech Sector ETF worth $2.22M as of Q2 2026.
Partners Capital Investment Group bought 3 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $449.
iShares Expanded Tech Sector ETF made up 0.08% of Partners Capital Investment Group's portfolio in Q2 2026, its #89 holding.
Partners Capital Investment Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.