Rice Partnership’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rice Partnership’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	$20.9K	Hold	128	–	–	﹤0.01%	160
2026 Q1	$15.2K	Hold	128	–	–	﹤0.01%	165
2025 Q4	$16.5K	Hold	128	–	–	﹤0.01%	162
2025 Q3	$16.1K	Buy	+128	New	+$15.1K	﹤0.01%	166

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

Rice Partnership's IGM Position: Q2 2026 in Review

Rice Partnership held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 128 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Rice Partnership first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Rice Partnership held 128 shares of iShares Expanded Tech Sector ETF worth $20.9K as of Q2 2026.
Rice Partnership left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #160 holding.
Rice Partnership first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.