Raymond James Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Raymond James Financial’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	$208M	Sell	1,752,373 -21,100	-1%	-$2.65M	0.06%	269
2025 Q4	$229M	Sell	1,773,473 -1,105,704	-38%	-$143M	0.07%	239
2025 Q3	$363M	Buy	2,879,177 +2,296,259	+394%	+$271M	0.12%	144
2025 Q2	$65.5M	Sell	582,918 -59,595	-9%	-$5.85M	0.02%	622
2025 Q1	$58.3M	Buy	642,513 +10,531	+2%	+$1.06M	0.02%	639
2024 Q4	$64.5M	Buy	+631,982	New	+$63.5M	0.02%	602

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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial's IGM Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q1 2026, selling an estimated $2.65M and leaving 1,752,373 shares worth $208M. The position accounts for 0.06% of the portfolio, ranked #269.

Raymond James Financial first reported a position in IGM in Q4 2024 and has held it in 6 quarters since. The position peaked at $363M in Q3 2025. 505 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Raymond James Financial held 1,752,373 shares of iShares Expanded Tech Sector ETF worth $208M as of Q1 2026.
Raymond James Financial sold 21,100 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $2.65M.
iShares Expanded Tech Sector ETF made up 0.06% of Raymond James Financial's portfolio in Q1 2026, its #269 holding.
Raymond James Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Expanded Tech Sector ETF position peaked at $363M in Q3 2025.
505 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.