&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 Q2	$14.7M	Buy	89,756 +3,514	+4%	+$526K	0.06%	290
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 $1.55T 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's IGM Position: Q2 2026 in Review

&Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.1% in Q2 2026, buying an estimated $526K and bringing the position to 89,756 shares worth $14.7M. The position accounts for 0.06% of the portfolio, ranked #290.

&Partners first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

&Partners held 89,756 shares of iShares Expanded Tech Sector ETF worth $14.7M as of Q2 2026.
&Partners bought 3,514 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $526K.
iShares Expanded Tech Sector ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #290 holding.
&Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.