Union Bancaire Privee’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Union Bancaire Privee’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	$5.39M	Buy	+41,725	New	+$6.25M	0.06%	172

Other funds holding IGM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Union Bancaire Privee's IGM Position: Q2 2026 in Review

Union Bancaire Privee opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 41,725 shares worth $5.39M. The stake represents 0.06% of the portfolio and ranks #172 among its holdings.

76 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Union Bancaire Privee held 41,725 shares of iShares Expanded Tech Sector ETF worth $5.39M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Union Bancaire Privee position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.06% of Union Bancaire Privee's portfolio in Q2 2026, its #172 holding.
76 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.