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

Simon Quick 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	$1.66M	Buy	10,143 +7,261	+252%	+$1.09M	0.07%	164
2026 Q1	$342K	Buy	2,882 +1	+0%	+$126	0.02%	289
2025 Q4	$372K	Buy	2,881 +2	+0.1%	+$259	0.02%	283
2025 Q3	$363K	Buy	2,879 +1	+0%	+$118	0.02%	307
2025 Q2	$323K	Sell	2,878 -15,617	-84%	-$1.53M	0.02%	296
2025 Q1	$1.68M	Sell	18,495 -78	-0.4%	-$7.88K	0.1%	102
2024 Q4	$1.9M	Buy	18,573 +15,756	+559%	+$1.58M	0.11%	86
2024 Q3	$270K	Buy	2,817 +3	+0.1%	+$277	0.02%	345
2024 Q2	$265K	Buy	2,814 +1	+0%	+$88	0.02%	306
2024 Q1	$242K	Sell	2,813 -2,401	-46%	-$196K	0.02%	358
2023 Q4	$389K	Buy	+5,214	New	+$356K	0.03%	202
2021 Q4	–	Sell	-3,168	Closed	-$213K	–	393
2021 Q3	$213K	Hold	3,168	–	–	0.05%	117
2021 Q2	$213K	Buy	+3,168	New	+$202K	0.06%	105

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

Simon Quick Advisors's IGM Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 252% in Q2 2026, buying an estimated $1.09M and bringing the position to 10,143 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #164.

Simon Quick Advisors first reported a position in IGM in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2024. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Simon Quick Advisors held 10,143 shares of iShares Expanded Tech Sector ETF worth $1.66M as of Q2 2026.
Simon Quick Advisors bought 7,261 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.09M.
iShares Expanded Tech Sector ETF made up 0.07% of Simon Quick Advisors's portfolio in Q2 2026, its #164 holding.
Simon Quick Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 13 quarters since.
Simon Quick Advisors's iShares Expanded Tech Sector ETF position peaked at $1.9M in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.