Transcend Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Transcend Capital Advisors’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	$810K	Sell	4,949 -583	-11%	-$87.3K	0.05%	315
2026 Q1	$656K	Sell	5,532 -371	-6%	-$46.7K	0.05%	328
2025 Q4	$762K	Sell	5,903 -23,678	-80%	-$3.07M	0.06%	283
2025 Q3	$3.73M	Buy	+29,581	New	+$3.49M	0.26%	82
2022 Q4	–	Sell	-24,342	Closed	-$1.12M	–	508
2022 Q3	$1.12M	Sell	24,342 -25,104	-51%	-$1.32M	0.12%	185
2022 Q2	$2.43M	Buy	49,446 +1,710	+4%	+$93.8K	0.25%	105
2022 Q1	$3.09M	Buy	+47,736	New	+$3.07M	0.28%	92
2021 Q4	–	Sell	-2,934	Closed	-$208K	–	504
2021 Q3	$208K	Buy	+2,934	New	+$204K	0.02%	450

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

Transcend Capital Advisors's IGM Position: Q2 2026 in Review

Transcend Capital Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2026, selling an estimated $87.3K and leaving 4,949 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #315.

Transcend Capital Advisors first reported a position in IGM in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.73M in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Transcend Capital Advisors held 4,949 shares of iShares Expanded Tech Sector ETF worth $810K as of Q2 2026.
Transcend Capital Advisors sold 583 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $87.3K.
iShares Expanded Tech Sector ETF made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #315 holding.
Transcend Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 8 quarters since.
Transcend Capital Advisors's iShares Expanded Tech Sector ETF position peaked at $3.73M in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.