Ring Mountain Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ring Mountain Capital’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	$412K	Hold	2,520	–	–	0.17%	64
2026 Q1	$299K	Hold	2,520	–	–	0.16%	74
2025 Q4	$329K	Hold	2,520	–	–	0.17%	73
2025 Q3	$317K	Hold	2,520	–	–	0.18%	78
2025 Q2	$288K	Buy	2,520 +16	+0.6%	+$1.57K	0.18%	80
2025 Q1	$227K	Hold	2,504	–	–	0.17%	83
2024 Q4	$256K	Buy	+2,504	New	+$252K	0.17%	77

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

Ring Mountain Capital's IGM Position: Q2 2026 in Review

Ring Mountain Capital held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,520 shares worth $412K. The position accounts for 0.17% of the portfolio, ranked #64.

Ring Mountain Capital first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Ring Mountain Capital held 2,520 shares of iShares Expanded Tech Sector ETF worth $412K as of Q2 2026.
Ring Mountain Capital left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.17% of Ring Mountain Capital's portfolio in Q2 2026, its #64 holding.
Ring Mountain Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.