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

Wellington Management 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 Q1	$12.7M	Sell	106,970 -246,571	-70%	-$31M	﹤0.01%	1175
2025 Q4	$45.7M	Buy	353,541 +141,024	+66%	+$18.3M	0.01%	759
2025 Q3	$26.8M	Buy	212,517 +66,476	+46%	+$7.84M	﹤0.01%	923
2025 Q2	$16.4M	Sell	146,041 -62,915	-30%	-$6.18M	﹤0.01%	1041
2025 Q1	$18.9M	Buy	208,956 +53,568	+34%	+$5.41M	﹤0.01%	970
2024 Q4	$15.9M	Sell	155,388 -266,083	-63%	-$26.7M	﹤0.01%	1048
2024 Q3	$40.4M	Buy	+421,471	New	+$39M	0.01%	756
2014 Q1	–	Sell	-284,970	Closed	-$4.26M	–	2186
2013 Q4	$4.26M	Sell	284,970 -252,030	-47%	-$3.53M	﹤0.01%	1509
2013 Q3	$7.13M	Sell	537,000 -516,600	-49%	-$6.73M	﹤0.01%	1320
2013 Q2	$13.1M	Buy	+1,053,600	New	+$13M	﹤0.01%	1102

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wellington Management Group's IGM Position: Q1 2026 in Review

Wellington Management Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 70% in Q1 2026, selling an estimated $31M and leaving 106,970 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Wellington Management Group first reported a position in IGM in Q2 2013 and has held it in 10 quarters since. The position peaked at $45.7M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Wellington Management Group held 106,970 shares of iShares Expanded Tech Sector ETF worth $12.7M as of Q1 2026.
Wellington Management Group sold 246,571 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $31M.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1175 holding.
Wellington Management Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 10 quarters since.
Wellington Management Group's iShares Expanded Tech Sector ETF position peaked at $45.7M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.