&Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

&Partners’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 Q1	$10.2M	Sell	86,242 -3,863	-4%	-$486K	0.05%	318
2025 Q4	$11.6M	Buy	90,105 +942	+1%	+$122K	0.06%	274
2025 Q3	$11.2M	Buy	89,163 +1,780	+2%	+$210K	0.07%	247
2025 Q2	$9.81M	Sell	87,383 -75	-0.1%	-$7.37K	0.08%	238
2025 Q1	$7.94M	Sell	87,458 -960	-1%	-$97K	0.08%	223
2024 Q4	$9.19M	Buy	88,418 +80,996	+1,091%	+$8.14M	0.11%	183
2024 Q3	$712K	Sell	7,422 -330	-4%	-$30.5K	0.01%	706
2024 Q2	$731K	Buy	+7,752	New	+$679K	0.03%	425

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

&Partners's IGM Position: Q1 2026 in Review

&Partners reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.3% in Q1 2026, selling an estimated $486K and leaving 86,242 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #318.

&Partners first reported a position in IGM in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

&Partners held 86,242 shares of iShares Expanded Tech Sector ETF worth $10.2M as of Q1 2026.
&Partners sold 3,863 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $486K.
iShares Expanded Tech Sector ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #318 holding.
&Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's iShares Expanded Tech Sector ETF position peaked at $11.6M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.