WNY Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WNY Asset 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 Q1	$356K	Buy	+3,000	New	+$377K	0.04%	184
2025 Q3	$378K	Hold	3,000	–	–	0.04%	170
2025 Q2	$337K	Hold	3,000	–	–	0.04%	168
2025 Q1	$272K	Hold	3,000	–	–	0.03%	195
2024 Q4	$306K	Hold	3,000	–	–	0.04%	171
2024 Q3	$288K	Hold	3,000	–	–	0.03%	191
2024 Q2	$283K	Hold	3,000	–	–	0.04%	194
2024 Q1	$259K	Hold	3,000	–	–	0.04%	198
2023 Q4	$224K	Buy	+3,000	New	+$205K	0.04%	204

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

WNY Asset Management's IGM Position: Q1 2026 in Review

WNY Asset Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2026: 3,000 shares worth $356K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in IGM as recently as Q3 2025.

WNY Asset Management first reported a position in IGM in Q4 2023 and has held it in 9 quarters since. The position peaked at $378K in Q3 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

WNY Asset Management held 3,000 shares of iShares Expanded Tech Sector ETF worth $356K as of Q1 2026.
iShares Expanded Tech Sector ETF was a new WNY Asset Management position in Q1 2026.
iShares Expanded Tech Sector ETF made up 0.04% of WNY Asset Management's portfolio in Q1 2026, its #184 holding.
WNY Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 9 quarters since.
WNY Asset Management's iShares Expanded Tech Sector ETF position peaked at $378K in Q3 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.