SageView Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

SageView Advisory Group’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	$448K	Sell	2,738 -30	-1%	-$4.49K	0.01%	387
2026 Q1	$328K	Sell	2,768 -62	-2%	-$7.8K	0.01%	448
2025 Q4	$366K	Sell	2,830 -327	-10%	-$42.4K	0.01%	424
2025 Q3	$398K	Buy	3,157 +597	+23%	+$70.4K	0.01%	428
2025 Q2	$297K	Sell	2,560 -29	-1%	-$2.85K	0.01%	492
2025 Q1	$235K	Sell	2,589 -403	-13%	-$40.7K	0.01%	540
2024 Q4	$305K	Buy	2,992 +156	+6%	+$15.7K	0.01%	461
2024 Q3	$272K	Sell	2,836 -245	-8%	-$22.6K	0.01%	426
2024 Q2	$291K	Buy	+3,081	New	+$270K	0.01%	443
2024 Q1	–	Sell	-7,122	Closed	-$570K	–	621
2023 Q4	$570K	Buy	7,122 +6	+0.1%	+$410	0.02%	367
2023 Q3	$453K	Hold	7,116	–	–	0.03%	343
2023 Q2	$466K	Sell	7,116 -102	-1%	-$6.07K	0.03%	366
2023 Q1	$408K	Sell	7,218 -840	-10%	-$43.8K	0.03%	339
2022 Q4	$376K	Buy	+8,058	New	+$386K	0.03%	285

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

SageView Advisory Group's IGM Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q2 2026, selling an estimated $4.49K and leaving 2,738 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #387.

SageView Advisory Group first reported a position in IGM in Q4 2022 and has held it in 14 quarters since. The position peaked at $570K in Q4 2023. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

SageView Advisory Group held 2,738 shares of iShares Expanded Tech Sector ETF worth $448K as of Q2 2026.
SageView Advisory Group sold 30 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $4.49K.
iShares Expanded Tech Sector ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #387 holding.
SageView Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares Expanded Tech Sector ETF position peaked at $570K in Q4 2023.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.