Tortoise Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Tortoise Investment 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	$601K	Hold	3,674	–	–	0.04%	159
2026 Q1	$435K	Hold	3,674	–	–	0.04%	172
2025 Q4	$475K	Sell	3,674 -152	-4%	-$19.7K	0.04%	162
2025 Q3	$482K	Buy	3,826 +216	+6%	+$25.5K	0.04%	155
2025 Q2	$406K	Buy	3,610 +600	+20%	+$58.9K	0.04%	159
2025 Q1	$273K	Hold	3,010	–	–	0.03%	176
2024 Q4	$307K	Hold	3,010	–	–	0.03%	185
2024 Q3	$289K	Buy	3,010 +1,900	+171%	+$176K	0.03%	195
2024 Q2	$105K	Buy	+1,110	New	+$97.2K	0.01%	290

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 22.9% 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

Tortoise Investment Management's IGM Position: Q2 2026 in Review

Tortoise Investment Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,674 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #159.

Tortoise Investment Management first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Tortoise Investment Management held 3,674 shares of iShares Expanded Tech Sector ETF worth $601K as of Q2 2026.
Tortoise Investment Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #159 holding.
Tortoise Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.