Wellington Management Group
IGM icon

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
Q2 		$2.86M Sell
17,492
-89,478
-84% -$13.4M ﹤0.01% 1554
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
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

Wellington Management Group's IGM Position: Q2 2026 in Review

Wellington Management Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 84% in Q2 2026, selling an estimated $13.4M and leaving 17,492 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Wellington Management Group first reported a position in IGM in Q2 2013 and has held it in 11 quarters since. The position peaked at $45.7M in Q4 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Wellington Management Group held 17,492 shares of iShares Expanded Tech Sector ETF worth $2.86M as of Q2 2026.
  • Wellington Management Group sold 89,478 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $13.4M.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1554 holding.
  • Wellington Management Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 11 quarters since.
  • Wellington Management Group's iShares Expanded Tech Sector ETF position peaked at $45.7M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.