SI
IGM icon

Stephens Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Stephens Inc’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 		$4.38M Buy
26,748
+147
+0.6% +$22K 0.05% 325
2026
Q1 		$3.15M Buy
26,601
+14
+0.1% +$1.76K 0.04% 387
2025
Q4 		$3.43M Sell
26,587
-2,910
-10% -$377K 0.04% 379
2025
Q3 		$3.72M Buy
29,497
+6,325
+27% +$746K 0.05% 343
2025
Q2 		$2.6M Buy
23,172
+308
+1% +$30.3K 0.04% 401
2025
Q1 		$2.07M Sell
22,864
-1,671
-7% -$169K 0.03% 458
2024
Q4 		$2.5M Buy
24,535
+1,656
+7% +$166K 0.04% 398
2024
Q3 		$2.2M Buy
22,879
+1,476
+7% +$136K 0.03% 425
2024
Q2 		$2.02M Buy
21,403
+359
+2% +$31.4K 0.03% 428
2024
Q1 		$1.81M Sell
21,044
-334
-2% -$27.2K 0.03% 446
2023
Q4 		$1.6M Sell
21,378
-318
-1% -$21.7K 0.03% 448
2023
Q3 		$1.38M Hold
21,696
– – 0.03% 465
2023
Q2 		$1.42M Sell
21,696
-600
-3% -$35.7K 0.03% 463
2023
Q1 		$1.26M Sell
22,296
-1,686
-7% -$87.9K 0.02% 486
2022
Q4 		$1.12M Sell
23,982
-7,326
-23% -$351K 0.02% 483
2022
Q3 		$1.44M Sell
31,308
-8,820
-22% -$465K 0.03% 440
2022
Q2 		$1.97M Sell
40,128
-630
-2% -$34.6K 0.04% 383
2022
Q1 		$2.64M Sell
40,758
-76,686
-65% -$4.94M 0.04% 369
2021
Q4 		$8.59M Sell
117,444
-75,180
-39% -$5.4M 0.13% 170
2021
Q3 		$13M Sell
192,624
-432
-0.2% -$30K 0.2% 114
2021
Q2 		$13M Sell
193,056
-7,956
-4% -$507K 0.19% 118
2021
Q1 		$12.1M Sell
201,012
-11,142
-5% -$666K 0.2% 113
2020
Q4 		$12.4M Sell
212,154
-9,174
-4% -$502K 0.22% 104
2020
Q3 		$11.4M Buy
221,328
+7,368
+3% +$372K 0.22% 102
2020
Q2 		$9.95M Sell
213,960
-1,692
-0.8% -$71.1K 0.21% 108
2020
Q1 		$7.61M Buy
215,652
+14,250
+7% +$571K 0.2% 112
2019
Q4 		$8.13M Buy
+201,402
New +$7.67M 0.17% 141

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Inc's IGM Position: Q2 2026 in Review

Stephens Inc increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.55% in Q2 2026, buying an estimated $22K and bringing the position to 26,748 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #325.

Stephens Inc first reported a position in IGM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13M in Q2 2021. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Stephens Inc held 26,748 shares of iShares Expanded Tech Sector ETF worth $4.38M as of Q2 2026.
  • Stephens Inc bought 147 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $22K.
  • iShares Expanded Tech Sector ETF made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #325 holding.
  • Stephens Inc first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 27 quarters since.
  • Stephens Inc's iShares Expanded Tech Sector ETF position peaked at $13M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.