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Steward Partners Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Steward Partners Investment Advisory’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 		$73M Sell
446,206
-365,361
-45% -$54.7M 0.37% 50
2026
Q1 		$96.2M Buy
811,567
+27,153
+3% +$3.42M 0.49% 34
2025
Q4 		$101M Sell
784,414
-58,338
-7% -$7.56M 0.56% 30
2025
Q3 		$106M Buy
842,752
+786,982
+1,411% +$92.8M 0.61% 28
2025
Q2 		$6.27M Buy
55,770
+36,510
+190% +$3.59M 0.05% 370
2025
Q1 		$1.75M Buy
19,260
+5,867
+44% +$593K 0.02% 702
2024
Q4 		$1.37M Buy
13,393
+6,829
+104% +$686K 0.01% 762
2024
Q3 		$630K Sell
6,564
-335
-5% -$31K 0.01% 1019
2024
Q2 		$651K Buy
6,899
+730
+12% +$63.9K 0.01% 950
2024
Q1 		$532K Sell
6,169
-905
-13% -$73.7K 0.01% 1035
2023
Q4 		$528K Sell
7,074
-4,638
-40% -$317K 0.01% 973
2023
Q3 		$746K Sell
11,712
-306
-3% -$20.2K 0.01% 776
2023
Q2 		$787K Sell
12,018
-600
-5% -$35.7K 0.01% 776
2023
Q1 		$713K Sell
12,618
-108
-0.8% -$5.63K 0.01% 786
2022
Q4 		$594K Sell
12,726
-1,746
-12% -$83.7K 0.01% 835
2022
Q3 		$667K Sell
14,472
-348
-2% -$18.3K 0.01% 761
2022
Q2 		$727K Sell
14,820
-8,448
-36% -$463K 0.01% 740
2022
Q1 		$1.51M Sell
23,268
-46,572
-67% -$3M 0.02% 568
2021
Q4 		$5.11M Buy
69,840
+2,604
+4% +$187K 0.08% 261
2021
Q3 		$4.52M Buy
67,236
+5,160
+8% +$359K 0.08% 272
2021
Q2 		$4.18M Buy
62,076
+6,858
+12% +$437K 0.07% 280
2021
Q1 		$3.32M Buy
55,218
+33,378
+153% +$2M 0.06% 321
2020
Q4 		$1.27M Buy
21,840
+13,464
+161% +$737K 0.03% 487
2020
Q3 		$431K Buy
+8,376
New +$423K 0.01% 711

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

Steward Partners Investment Advisory's IGM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Expanded Tech Sector ETF (IGM) stake by 45% in Q2 2026, selling an estimated $54.7M and leaving 446,206 shares worth $73M. The position accounts for 0.37% of the portfolio, ranked #50.

Steward Partners Investment Advisory first reported a position in IGM in Q3 2020 and has held it in 24 quarters since. The position peaked at $106M in Q3 2025. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Steward Partners Investment Advisory held 446,206 shares of iShares Expanded Tech Sector ETF worth $73M as of Q2 2026.
  • Steward Partners Investment Advisory sold 365,361 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $54.7M.
  • iShares Expanded Tech Sector ETF made up 0.37% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #50 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's iShares Expanded Tech Sector ETF position peaked at $106M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.