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Vivaldi Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Vivaldi Capital Management’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 		– Sell
-3,595
Closed -$426K – 102
2026
Q1 		$426K Hold
3,595
– – 0.06% 177
2025
Q4 		$464K Hold
3,595
– – 0.06% 173
2025
Q3 		$453K Hold
3,595
– – 0.06% 168
2025
Q2 		$404K Buy
+3,595
New +$353K 0.06% 179

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vivaldi Capital Management's IGM Position: Q2 2026 in Review

Vivaldi Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 3,595 shares — an estimated $426K sold.

Vivaldi Capital Management first reported a position in IGM in Q2 2025 and held it in 4 quarters. The position peaked at $464K in Q4 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Vivaldi Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,595 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $426K.
  • Vivaldi Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and held it in 4 quarters.
  • Vivaldi Capital Management's iShares Expanded Tech Sector ETF position peaked at $464K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.