Sanctuary Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sanctuary Advisors’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	$17.3M	Buy	105,670 +659	+0.6%	+$98.7K	0.08%	254
2026 Q1	$12.4M	Buy	105,011 +9,169	+10%	+$1.15M	0.07%	317
2025 Q4	$12.4M	Sell	95,842 -18,596	-16%	-$2.41M	0.07%	292
2025 Q3	$14.4M	Buy	114,438 +30,272	+36%	+$3.57M	0.08%	246
2025 Q2	$9.46M	Sell	84,166 -3,469	-4%	-$341K	0.06%	328
2025 Q1	$7.95M	Buy	87,635 +25,295	+41%	+$2.55M	0.06%	346
2024 Q4	$6.56M	Buy	62,340 +7,728	+14%	+$777K	0.04%	423
2024 Q3	$5.51M	Buy	54,612 +26,185	+92%	+$2.42M	0.03%	467
2024 Q2	$2.38M	Buy	+28,427	New	+$2.49M	0.02%	727

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

Sanctuary Advisors's IGM Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.63% in Q2 2026, buying an estimated $98.7K and bringing the position to 105,670 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #254.

Sanctuary Advisors first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Sanctuary Advisors held 105,670 shares of iShares Expanded Tech Sector ETF worth $17.3M as of Q2 2026.
Sanctuary Advisors bought 659 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $98.7K.
iShares Expanded Tech Sector ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #254 holding.
Sanctuary Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.