Stifel Financial
IGM icon

Stifel Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Stifel Financial’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 		$46.2M Sell
282,184
-5,836
-2% -$874K 0.04% 405
2026
Q1 		$34.1M Buy
288,020
+7,323
+3% +$921K 0.03% 455
2025
Q4 		$36.3M Sell
280,697
-37,179
-12% -$4.82M 0.03% 439
2025
Q3 		$40M Buy
317,876
+98,994
+45% +$11.7M 0.04% 421
2025
Q2 		$24.6M Buy
218,882
+22,851
+12% +$2.24M 0.02% 523
2025
Q1 		$17.8M Buy
196,031
+17,062
+10% +$1.72M 0.02% 607
2024
Q4 		$18.3M Buy
178,969
+3,115
+2% +$313K 0.02% 604
2024
Q3 		$16.9M Buy
175,854
+41,194
+31% +$3.81M 0.02% 651
2024
Q2 		$12.7M Buy
134,660
+8,853
+7% +$775K 0.01% 728
2024
Q1 		$10.8M Sell
125,807
-1,825
-1% -$149K 0.01% 782
2023
Q4 		$9.53M Buy
127,632
+8,778
+7% +$600K 0.01% 790
2023
Q3 		$7.57M Buy
118,854
+9,444
+9% +$623K 0.01% 836
2023
Q2 		$7.16M Sell
109,410
-70,212
-39% -$4.18M 0.01% 857
2023
Q1 		$10.2M Buy
179,622
+6,402
+4% +$334K 0.01% 682
2022
Q4 		$8.08M Buy
173,220
+5,856
+3% +$281K 0.01% 751
2022
Q3 		$7.71M Sell
167,364
-43,668
-21% -$2.3M 0.01% 742
2022
Q2 		$10.4M Buy
211,032
+77,346
+58% +$4.24M 0.02% 641
2022
Q1 		$8.66M Buy
133,686
+70,794
+113% +$4.56M 0.01% 782
2021
Q4 		$4.6M Buy
62,892
+7,356
+13% +$529K 0.01% 1118
2021
Q3 		$3.74M Buy
55,536
+4,926
+10% +$342K 0.01% 1181
2021
Q2 		$3.41M Buy
50,610
+384
+0.8% +$24.5K 0.01% 1243
2021
Q1 		$3.02M Sell
50,226
-4,854
-9% -$290K 0.01% 1244
2020
Q4 		$3.21M Buy
55,080
+5,538
+11% +$303K 0.01% 1096
2020
Q3 		$2.55M Sell
49,542
-276
-0.6% -$13.9K 0.01% 1095
2020
Q2 		$2.32M Buy
49,818
+14,292
+40% +$601K 0.01% 1076
2020
Q1 		$1.25M Buy
35,526
+5,790
+19% +$232K ﹤0.01% 1296
2019
Q4 		$1.2M Buy
29,736
+1,140
+4% +$43.4K ﹤0.01% 1692
2019
Q3 		$1.04M Buy
28,596
+918
+3% +$33.6K ﹤0.01% 1733
2019
Q2 		$997K Buy
27,678
+2,160
+8% +$76.3K ﹤0.01% 1793
2019
Q1 		$877K Sell
25,518
-270
-1% -$8.67K ﹤0.01% 1737
2018
Q4 		$740K Sell
25,788
-600
-2% -$18.6K ﹤0.01% 1721
2018
Q3 		$920K Sell
26,388
-186
-0.7% -$6.31K ﹤0.01% 1730
2018
Q2 		$852K Buy
26,574
+14,538
+121% +$458K ﹤0.01% 1735
2018
Q1 		$360K Buy
12,036
+3,882
+48% +$118K ﹤0.01% 2141
2017
Q4 		$230K Buy
+8,154
New +$225K ﹤0.01% 2357
2016
Q1 		– Sell
-23,964
Closed -$442K – 2308
2015
Q4 		$442K Buy
23,964
+6,306
+36% +$116K ﹤0.01% 1728
2015
Q3 		$295K Sell
17,658
-3,000
-15% -$52K ﹤0.01% 1835
2015
Q2 		$356K Hold
20,658
– – ﹤0.01% 1864
2015
Q1 		$355K Sell
20,658
-4,164
-17% -$71.3K ﹤0.01% 1810
2014
Q4 		$422K Buy
+24,822
New +$409K ﹤0.01% 1703

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

Stifel Financial's IGM Position: Q2 2026 in Review

Stifel Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2% in Q2 2026, selling an estimated $874K and leaving 282,184 shares worth $46.2M. The position accounts for 0.04% of the portfolio, ranked #405.

Stifel Financial first reported a position in IGM in Q4 2014 and has held it in 40 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Stifel Financial held 282,184 shares of iShares Expanded Tech Sector ETF worth $46.2M as of Q2 2026.
  • Stifel Financial sold 5,836 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $874K.
  • iShares Expanded Tech Sector ETF made up 0.04% of Stifel Financial's portfolio in Q2 2026, its #405 holding.
  • Stifel Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 40 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.