Vestmark Advisory Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Vestmark Advisory Solutions’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	$359K	Sell	2,196 -111	-5%	-$16.6K	﹤0.01%	1218
2026 Q1	$273K	Buy	+2,307	New	+$290K	﹤0.01%	1201
2023 Q3	–	Sell	-9,366	Closed	-$613K	–	646
2023 Q2	$613K	Sell	9,366 -300	-3%	-$17.8K	0.02%	549
2023 Q1	$547K	Sell	9,666 -102	-1%	-$5.32K	0.02%	564
2022 Q4	$456K	Sell	9,768 -107,784	-92%	-$5.16M	0.02%	583
2022 Q3	$5.42M	Sell	117,552 -106,074	-47%	-$5.59M	0.3%	74
2022 Q2	$11M	Buy	223,626 +20,502	+10%	+$1.12M	0.63%	20
2022 Q1	$13.2M	Buy	203,124 +194,898	+2,369%	+$12.5M	0.74%	21
2021 Q4	$602K	Sell	8,226 -288	-3%	-$20.7K	0.03%	485
2021 Q3	$573K	Sell	8,514 -78	-0.9%	-$5.42K	0.04%	460
2021 Q2	$578K	Sell	8,592 -24	-0.3%	-$1.53K	0.04%	437
2021 Q1	$518K	Hold	8,616	–	–	0.05%	432
2020 Q4	$502K	Hold	8,616	–	–	0.06%	354
2020 Q3	$444K	Sell	8,616 -204	-2%	-$10.3K	0.06%	345
2020 Q2	$410K	Buy	+8,820	New	+$371K	0.06%	339

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

Vestmark Advisory Solutions's IGM Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.8% in Q2 2026, selling an estimated $16.6K and leaving 2,196 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Vestmark Advisory Solutions first reported a position in IGM in Q2 2020 and has held it in 15 quarters since. The position peaked at $13.2M in Q1 2022. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Vestmark Advisory Solutions held 2,196 shares of iShares Expanded Tech Sector ETF worth $359K as of Q2 2026.
Vestmark Advisory Solutions sold 111 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $16.6K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1218 holding.
Vestmark Advisory Solutions first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 15 quarters since.
Vestmark Advisory Solutions's iShares Expanded Tech Sector ETF position peaked at $13.2M in Q1 2022.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.