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

UBS Group’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	$88.5M	Sell	541,084 -23,201	-4%	-$3.48M	0.01%	1216
2026 Q1	$66.9M	Buy	564,285 +51,398	+10%	+$6.47M	0.01%	1361
2025 Q4	$66.2M	Sell	512,887 -15,364	-3%	-$1.99M	0.01%	1349
2025 Q3	$66.5M	Sell	528,251 -27,961	-5%	-$3.3M	0.01%	1365
2025 Q2	$62.5M	Buy	556,212 +107,007	+24%	+$10.5M	0.01%	1307
2025 Q1	$40.7M	Buy	449,205 +25,059	+6%	+$2.53M	0.01%	1674
2024 Q4	$43.3M	Buy	424,146 +15,088	+4%	+$1.52M	0.01%	1594
2024 Q3	$39.2M	Buy	409,058 +8,305	+2%	+$768K	0.01%	1328
2024 Q2	$37.8M	Buy	400,753 +11,385	+3%	+$997K	0.01%	1222
2024 Q1	$33.6M	Buy	389,368 +35,740	+10%	+$2.91M	0.01%	1311
2023 Q4	$26.4M	Buy	353,628 +42,600	+14%	+$2.91M	0.01%	1399
2023 Q3	$19.8M	Sell	311,028 -26,022	-8%	-$1.72M	0.01%	1489
2023 Q2	$22.1M	Buy	337,050 +5,448	+2%	+$324K	0.01%	1379
2023 Q1	$18.8M	Sell	331,602 -34,062	-9%	-$1.78M	0.01%	1446
2022 Q4	$17.1M	Sell	365,664 -47,250	-11%	-$2.26M	0.01%	1533
2022 Q3	$19M	Sell	412,914 -36,768	-8%	-$1.94M	0.01%	1310
2022 Q2	$22.1M	Sell	449,682 -109,434	-20%	-$6M	0.01%	1242
2022 Q1	$36.2M	Buy	559,116 +28,464	+5%	+$1.83M	0.01%	1040
2021 Q4	$38.8M	Buy	530,652 +44,004	+9%	+$3.16M	0.01%	1111
2021 Q3	$32.7M	Sell	486,648 -69,768	-13%	-$4.85M	0.01%	1116
2021 Q2	$37.5M	Sell	556,416 -21,546	-4%	-$1.37M	0.01%	1030
2021 Q1	$34.8M	Sell	577,962 -7,992	-1%	-$478K	0.01%	1064
2020 Q4	$34.2M	Sell	585,954 -57,108	-9%	-$3.13M	0.01%	1006
2020 Q3	$33.1M	Sell	643,062 -26,400	-4%	-$1.33M	0.01%	866
2020 Q2	$31.1M	Sell	669,462 -108,756	-14%	-$4.57M	0.01%	821
2020 Q1	$27.5M	Sell	778,218 -44,904	-5%	-$1.8M	0.01%	825
2019 Q4	$33.2M	Sell	823,122 -9,948	-1%	-$379K	0.01%	1019
2019 Q3	$30.1M	Sell	833,070 -33,012	-4%	-$1.21M	0.01%	969
2019 Q2	$31.1M	Buy	866,082 +41,772	+5%	+$1.48M	0.01%	935
2019 Q1	$28.3M	Buy	824,310 +41,598	+5%	+$1.34M	0.01%	939
2018 Q4	$22.4M	Sell	782,712 -83,388	-10%	-$2.58M	0.01%	1003
2018 Q3	$30.2M	Sell	866,100 -48,642	-5%	-$1.65M	0.01%	936
2018 Q2	$29.4M	Buy	914,742 +85,998	+10%	+$2.71M	0.01%	938
2018 Q1	$24.8M	Sell	828,744 -71,808	-8%	-$2.18M	0.01%	1009
2017 Q4	$25.3M	Buy	900,552 +11,670	+1%	+$323K	0.01%	1037
2017 Q3	$23M	Sell	888,882 -29,016	-3%	-$733K	0.01%	1026
2017 Q2	$22.1M	Sell	917,898 -19,788	-2%	-$475K	0.01%	992
2017 Q1	$21.6M	Buy	937,686 +153,378	+20%	+$3.41M	0.01%	984
2016 Q4	$16.2M	Buy	784,308 +150,558	+24%	+$3.1M	0.01%	1163
2016 Q3	$13.1M	Buy	633,750 +32,688	+5%	+$647K	0.01%	1233
2016 Q2	$11M	Buy	601,062 +13,386	+2%	+$245K	0.01%	1309
2016 Q1	$10.8M	Sell	587,676 -6,960	-1%	-$120K	0.01%	1278
2015 Q4	$11M	Buy	594,636 +145,824	+32%	+$2.68M	0.01%	1337
2015 Q3	$7.5M	Sell	448,812 -23,598	-5%	-$409K	0.01%	1601
2015 Q2	$8.16M	Buy	472,410 +55,344	+13%	+$981K	0.01%	1627
2015 Q1	$7.17M	Sell	417,066 -51,132	-11%	-$876K	0.01%	1743
2014 Q4	$7.95M	Buy	+468,198	New	+$7.72M	0.01%	1689

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 Group's IGM Position: Q2 2026 in Review

UBS Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.1% in Q2 2026, selling an estimated $3.48M and leaving 541,084 shares worth $88.5M. The position accounts for 0.01% of the portfolio, ranked #1216.

UBS Group first reported a position in IGM in Q4 2014 and has held it in 47 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

UBS Group held 541,084 shares of iShares Expanded Tech Sector ETF worth $88.5M as of Q2 2026.
UBS Group sold 23,201 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.48M.
iShares Expanded Tech Sector ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1216 holding.
UBS Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 47 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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