SCS Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

SCS Capital Management’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	$311K	Hold	1,899	–	–	﹤0.01%	414
2026 Q1	$225K	Sell	1,899 -3,302	-63%	-$415K	﹤0.01%	440
2025 Q4	$672K	Sell	5,201 -38	-0.7%	-$4.92K	0.01%	329
2025 Q3	$660K	Buy	5,239 +342	+7%	+$40.3K	0.01%	336
2025 Q2	$550K	Sell	4,897 -2,957	-38%	-$290K	0.01%	372
2025 Q1	$712K	Buy	+7,854	New	+$793K	0.01%	296

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

SCS Capital Management's IGM Position: Q2 2026 in Review

SCS Capital Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,899 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

SCS Capital Management first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. The position peaked at $712K in Q1 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

SCS Capital Management held 1,899 shares of iShares Expanded Tech Sector ETF worth $311K as of Q2 2026.
SCS Capital Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #414 holding.
SCS Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares Expanded Tech Sector ETF position peaked at $712K in Q1 2025.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.