Smartleaf Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Smartleaf Asset 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	$215K	Hold	1,346	–	–	0.01%	797
2026 Q1	$153K	Buy	1,346 +43	+3%	+$5.41K	0.01%	904
2025 Q4	$170K	Buy	1,303 +43	+3%	+$5.57K	0.01%	885
2025 Q3	$158K	Hold	1,260	–	–	0.01%	833
2025 Q2	$140K	Hold	1,260	–	–	0.01%	712
2025 Q1	$114K	Hold	1,260	–	–	0.01%	777
2024 Q4	$130K	Hold	1,260	–	–	0.01%	718
2024 Q3	$120K	Hold	1,260	–	–	0.01%	651
2024 Q2	$119K	Hold	1,260	–	–	0.02%	523
2024 Q1	$109K	Buy	+1,260	New	+$103K	0.02%	491

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

Smartleaf Asset Management's IGM Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,346 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #797.

Smartleaf Asset Management first reported a position in IGM in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Smartleaf Asset Management held 1,346 shares of iShares Expanded Tech Sector ETF worth $215K as of Q2 2026.
Smartleaf Asset Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #797 holding.
Smartleaf Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 10 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.