UBS AM’s iShares Expanded Tech Sector ETF IGM Stock Holding History

UBS AM’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	$2.64M	Sell	16,111 -2,707	-14%	-$405K	﹤0.01%	1930
2026 Q1	$2.23M	Buy	18,818 +18,451	+5,028%	+$2.32M	﹤0.01%	1996
2025 Q4	$47.4K	Buy	+367	New	+$47.5K	﹤0.01%	2625
2019 Q4	–	Sell	-1,158	Closed	-$41.9K	–	2666
2019 Q3	$41.9K	Hold	1,158	–	–	﹤0.01%	2728
2019 Q2	$41.6K	Hold	1,158	–	–	﹤0.01%	2699
2019 Q1	$39.8K	Hold	1,158	–	–	﹤0.01%	2627
2018 Q4	$33.1K	Hold	1,158	–	–	﹤0.01%	2602
2018 Q3	$40.4K	Hold	1,158	–	–	﹤0.01%	2587
2018 Q2	$37.2K	Hold	1,158	–	–	﹤0.01%	2615
2018 Q1	$34.6K	Hold	1,158	–	–	﹤0.01%	2516
2017 Q4	$32.6K	Hold	1,158	–	–	﹤0.01%	2460
2017 Q3	$30K	Hold	1,158	–	–	﹤0.01%	2420
2017 Q2	$27.9K	Hold	1,158	–	–	﹤0.01%	2407
2017 Q1	$26.7K	Sell	1,158 -900	-44%	-$20K	﹤0.01%	2372
2016 Q4	$42K	Buy	+2,058	New	+$42.3K	﹤0.01%	2319

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

UBS AM's IGM Position: Q2 2026 in Review

UBS AM reduced its iShares Expanded Tech Sector ETF (IGM) stake by 14% in Q2 2026, selling an estimated $405K and leaving 16,111 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

UBS AM first reported a position in IGM in Q4 2016 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

UBS AM held 16,111 shares of iShares Expanded Tech Sector ETF worth $2.64M as of Q2 2026.
UBS AM sold 2,707 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $405K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1930 holding.
UBS AM first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and has held it in 15 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.