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Signature Estate & Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Signature Estate & Investment 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 		$344M Buy
2,102,124
+244,092
+13% +$36.6M 6.19% 3
2026
Q1 		$220M Buy
1,858,032
+10,357
+0.6% +$1.3M 4.46% 5
2025
Q4 		$239M Sell
1,847,675
-21,341
-1% -$2.76M 4.81% 3
2025
Q3 		$235M Sell
1,869,016
-60,912
-3% -$7.18M 5.02% 3
2025
Q2 		$217M Buy
1,929,928
+31,940
+2% +$3.14M 5% 3
2025
Q1 		$172M Buy
1,897,988
+42,534
+2% +$4.3M 4.53% 5
2024
Q4 		$189M Buy
1,855,454
+339
+0% +$34.1K 4.74% 5
2024
Q3 		$178M Buy
1,855,115
+71,852
+4% +$6.64M 4.11% 6
2024
Q2 		$168M Buy
1,783,263
+774,192
+77% +$67.8M 4.21% 6
2024
Q1 		$87M Sell
1,009,071
-100,371
-9% -$8.18M 2.46% 10
2023
Q4 		$82.9M Sell
1,109,442
-26,574
-2% -$1.82M 2.44% 8
2023
Q3 		$72.4M Sell
1,136,016
-18,978
-2% -$1.25M 2.45% 9
2023
Q2 		$75.6M Sell
1,154,994
-112,152
-9% -$6.67M 2.51% 7
2023
Q1 		$71.7M Buy
1,267,146
+39,792
+3% +$2.08M 2.51% 8
2022
Q4 		$57.3M Buy
1,227,354
+47,214
+4% +$2.26M 2.06% 12
2022
Q3 		$54.4M Buy
1,180,140
+34,752
+3% +$1.83M 2.56% 10
2022
Q2 		$56.2M Buy
1,145,388
+110,862
+11% +$6.08M 2.84% 9
2022
Q1 		$67M Buy
1,034,526
+43,704
+4% +$2.81M 3.07% 8
2021
Q4 		$72.5M Sell
990,822
-72
-0% -$5.17K 3.25% 8
2021
Q3 		$66.7M Sell
990,894
-25,560
-3% -$1.78M 3.26% 8
2021
Q2 		$68.4M Buy
1,016,454
+7,080
+0.7% +$451K 3.07% 7
2021
Q1 		$60.7M Buy
1,009,374
+37,482
+4% +$2.24M 2.96% 9
2020
Q4 		$56.7M Sell
971,892
-19,692
-2% -$1.08M 3.06% 7
2020
Q3 		$51.1M Sell
991,584
-54,240
-5% -$2.74M 3.17% 7
2020
Q2 		$48.7M Sell
1,045,824
-58,998
-5% -$2.48M 3.45% 5
2020
Q1 		$39M Sell
1,104,822
-39,342
-3% -$1.58M 3.11% 7
2019
Q4 		$46.2M Sell
1,144,164
-411,186
-26% -$15.7M 2.82% 8
2019
Q3 		$56.3M Buy
1,555,350
+376,998
+32% +$13.8M 3.73% 6
2019
Q2 		$42.4M Buy
1,178,352
+20,742
+2% +$733K 2.8% 7
2019
Q1 		$39.8M Sell
1,157,610
-5,964
-0.5% -$192K 2.68% 8
2018
Q4 		$33.3M Buy
1,163,574
+30,978
+3% +$958K 2.94% 7
2018
Q3 		$39.5M Buy
1,132,596
+22,230
+2% +$754K 3.56% 6
2018
Q2 		$35.7M Sell
1,110,366
-152,478
-12% -$4.81M 3.37% 7
2018
Q1 		$37.8M Buy
1,262,844
+62,934
+5% +$1.91M 3.82% 5
2017
Q4 		$33.8M Sell
1,199,910
-13,320
-1% -$368K 3.45% 6
2017
Q3 		$31.4M Sell
1,213,230
-22,170
-2% -$560K 3.5% 7
2017
Q2 		$29.8M Sell
1,235,400
-42,072
-3% -$1.01M 3.53% 7
2017
Q1 		$29.5M Buy
1,277,472
+33,150
+3% +$737K 3.68% 5
2016
Q4 		$25.7M Buy
1,244,322
+3,918
+0.3% +$80.6K 3.56% 6
2016
Q3 		$25.6M Sell
1,240,404
-56,064
-4% -$1.11M 3.74% 3
2016
Q2 		$23.8M Buy
1,296,468
+8,274
+0.6% +$152K 3.8% 4
2016
Q1 		$23.8M Buy
+1,288,194
New +$22.2M 3.89% 3

Other funds holding IGM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Signature Estate & Investment Advisors's IGM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, buying an estimated $36.6M and bringing the position to 2,102,124 shares worth $344M. The position accounts for 6.19% of the portfolio, ranked #3.

Signature Estate & Investment Advisors first reported a position in IGM in Q1 2016 and has held it in 42 quarters since. 350 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,102,124 shares of iShares Expanded Tech Sector ETF worth $344M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 244,092 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $36.6M.
  • iShares Expanded Tech Sector ETF made up 6.19% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2016 and has held it in 42 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.