WestEnd Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WestEnd Advisors’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	$117M	Sell	714,852 -121,197	-14%	-$18.2M	2.61%	15
2026 Q1	$99.1M	Buy	836,049 +12,355	+1%	+$1.55M	2.39%	14
2025 Q4	$106M	Sell	823,694 -960,787	-54%	-$124M	2.48%	13
2025 Q3	$225M	Buy	+1,784,481	New	+$210M	5.26%	7
2022 Q4	–	Sell	-1,449,120	Closed	-$66.8M	–	318
2022 Q3	$66.8M	Sell	1,449,120 -1,369,242	-49%	-$72.2M	2.24%	13
2022 Q2	$138M	Buy	+2,818,362	New	+$155M	4.36%	8
2022 Q1	–	Hold	0	–	–	–	9

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

WestEnd Advisors's IGM Position: Q2 2026 in Review

WestEnd Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 14% in Q2 2026, selling an estimated $18.2M and leaving 714,852 shares worth $117M. The position accounts for 2.61% of the portfolio, ranked #15.

WestEnd Advisors first reported a position in IGM in Q2 2022 and has held it in 6 quarters since. The position peaked at $225M in Q3 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

WestEnd Advisors held 714,852 shares of iShares Expanded Tech Sector ETF worth $117M as of Q2 2026.
WestEnd Advisors sold 121,197 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $18.2M.
iShares Expanded Tech Sector ETF made up 2.61% of WestEnd Advisors's portfolio in Q2 2026, its #15 holding.
WestEnd Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 6 quarters since.
WestEnd Advisors's iShares Expanded Tech Sector ETF position peaked at $225M in Q3 2025.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.