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Portfolio Strategies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Portfolio Strategies’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 		$40.9M Sell
345,165
-6,034
-2% -$759K 5.04% 8
2025
Q4 		$45.4M Buy
351,199
+4,486
+1% +$581K 5.25% 9
2025
Q3 		$43.7M Buy
346,713
+34,890
+11% +$4.11M 5.08% 9
2025
Q2 		$35M Buy
311,823
+5,181
+2% +$509K 4.56% 10
2025
Q1 		$27.8M Buy
306,642
+7,359
+2% +$743K 4.31% 10
2024
Q4 		$30.6M Sell
299,283
-5,418
-2% -$545K 4.34% 11
2024
Q3 		$29.2M Sell
304,701
-4,120
-1% -$381K 3.95% 13
2024
Q2 		$29.1M Buy
308,821
+31,694
+11% +$2.78M 3.97% 13
2024
Q1 		$23.9M Buy
277,127
+225,767
+440% +$18.4M 1.62% 19
2023
Q4 		$3.84M Sell
51,360
-522
-1% -$35.7K 0.64% 19
2023
Q3 		$3.3M Sell
51,882
-888
-2% -$58.6K 0.64% 25
2023
Q2 		$3.46M Sell
52,770
-522
-1% -$31K 0.62% 23
2023
Q1 		$3.01M Sell
53,292
-1,638
-3% -$85.4K 0.59% 31
2022
Q4 		$2.56M Sell
54,930
-798
-1% -$38.2K 0.57% 25
2022
Q3 		$2.56M Sell
55,728
-846
-1% -$44.6K 0.66% 33
2022
Q2 		$2.78M Sell
56,574
-366
-0.6% -$20.1K 0.65% 28
2022
Q1 		$3.69M Sell
56,940
-390
-0.7% -$25.1K 0.69% 28
2021
Q4 		$4.2M Sell
57,330
-732
-1% -$52.6K 0.78% 28
2021
Q3 		$3.91M Buy
58,062
+420
+0.7% +$29.2K 0.78% 28
2021
Q2 		$3.88M Buy
57,642
+7,476
+15% +$476K 0.77% 25
2021
Q1 		$3.02M Sell
50,166
-420
-0.8% -$25.1K 0.63% 31
2020
Q4 		$2.95M Sell
50,586
-336
-0.7% -$18.4K 0.58% 26
2020
Q3 		$2.62M Sell
50,922
-744
-1% -$37.5K 0.73% 23
2020
Q2 		$2.4M Sell
51,666
-1,656
-3% -$69.6K 0.85% 17
2020
Q1 		$1.88M Sell
53,322
-1,332
-2% -$53.4K 1.08% 18
2019
Q4 		$2.21M Sell
54,654
-1,446
-3% -$55.1K 1.01% 26
2019
Q3 		$2.02M Sell
56,100
-696
-1% -$25.5K 1.04% 22
2019
Q2 		$2.04M Buy
+56,796
New +$2.01M 1.35% 18

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Portfolio Strategies's IGM Position: Q1 2026 in Review

Portfolio Strategies reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.7% in Q1 2026, selling an estimated $759K and leaving 345,165 shares worth $40.9M. The position accounts for 5.04% of the portfolio, ranked #8.

Portfolio Strategies first reported a position in IGM in Q2 2019 and has held it in 28 quarters since. The position peaked at $45.4M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Portfolio Strategies held 345,165 shares of iShares Expanded Tech Sector ETF worth $40.9M as of Q1 2026.
  • Portfolio Strategies sold 6,034 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $759K.
  • iShares Expanded Tech Sector ETF made up 5.04% of Portfolio Strategies's portfolio in Q1 2026, its #8 holding.
  • Portfolio Strategies first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and has held it in 28 quarters since.
  • Portfolio Strategies's iShares Expanded Tech Sector ETF position peaked at $45.4M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.