IGM Performance — iShares Expanded Tech Sector ETF
Data updated: 2026-08-25
IGM returned +26.78% year to date and +45.89% over one year to Jun 2026. Annualised returns are +36.07% over 3 years and +19.81% over 5 years. Against its Technology Equity category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $252, against $225 for the category, and to $146 over one year, against $146. Volatility over the past three years was 22.22% a year. In the 12 months to Jun 2026 the fund took in a net $634.3M, and assets reached $10.71B.
IGM Growth of $100
What $100 invested in iShares Expanded Tech Sector ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Technology Equity category average over the same months.
| Period | IGM | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $146 | $146 |
| 3 years (Jul 2023 – Jun 2026) | $252 | $225 |
| 5 years (Jul 2021 – Jun 2026) | $247 | $201 |
| Since data start (Jul 2019 – Jun 2026) | $465 | $379 |
IGM Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +26.78% |
| 1 year | +45.89% |
| 3 years (annualised) | +36.07% |
| 5 years (annualised) | +19.81% |
IGM Annual Returns
Calendar-year total returns of iShares Expanded Tech Sector ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +26.78% |
| 2025 | +26.83% |
| 2024 | +36.95% |
| 2023 | +60.68% |
| 2022 | −35.86% |
| 2021 | +25.68% |
| 2020 | +44.94% |
| 2019 (Jul–Dec) | +12.59% |
IGM Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.1% | −3.7% | −4.6% | +20.6% | +16.0% | −1.3% | — | — | — | — | — | — |
| 2025 | +2.9% | −4.7% | −9.4% | +2.4% | +10.7% | +9.4% | +3.2% | +1.1% | +7.5% | +6.3% | −2.6% | −1.0% |
| 2024 | +4.5% | +8.0% | +2.4% | −5.1% | +6.8% | +8.0% | −2.7% | +1.5% | +3.1% | −0.4% | +6.0% | +0.8% |
| 2023 | +12.1% | −1.3% | +9.7% | −0.4% | +10.2% | +5.5% | +5.1% | −1.3% | −6.0% | −2.3% | +13.1% | +6.2% |
| 2022 | −9.2% | −5.2% | +2.8% | −14.3% | −1.5% | −10.0% | +12.9% | −5.7% | −11.7% | +4.3% | +6.1% | −8.1% |
| 2021 | −0.8% | +3.3% | +0.7% | +6.3% | −1.2% | +6.6% | +2.4% | +3.8% | −5.9% | +6.6% | +1.0% | +1.1% |
| 2020 | +3.7% | −6.5% | −9.5% | +16.1% | +7.5% | +5.7% | +6.7% | +10.0% | −5.6% | −2.7% | +11.5% | +4.4% |
| 2019 | — | — | — | — | — | — | +3.2% | −2.6% | +0.1% | +3.2% | +4.7% | +3.5% |
IGM Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 22.22%
- 3-year Sharpe ratio: 1.42 (vs 4.5% risk-free rate)
- Best month: +20.64% (Apr 2026)
- Worst month: −9.44% (Mar 2025)
IGM Fund Flows
Monthly money in and out of iShares Expanded Tech Sector ETF, from SEC Form N-PORT.
- 12-month net flow: $634.3M
- 12-month gross sales (incl. reinvestments): $3.5B
- Sales ÷ redemptions: 1.22×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $323.0M | $494.1M | −$171.1M |
| May 2026 | $89.8M | $130.6M | −$40.8M |
| Apr 2026 | $199.5M | $26.7M | $172.9M |
| Mar 2026 | $153.0M | $197.4M | −$44.4M |
| Feb 2026 | $25.4M | $400.6M | −$375.2M |
| Jan 2026 | $97.8M | $38.4M | $59.4M |
| Dec 2025 | $310.5M | $370.0M | −$59.5M |
| Nov 2025 | $108.3M | $888.4M | −$780.1M |
| Oct 2025 | $232.8M | $57.9M | $174.9M |
| Sep 2025 | $221.8M | $206.5M | $15.4M |
| Aug 2025 | $1.6B | $69.5M | $1.5B |
| Jul 2025 | $175.9M | $0 | $175.9M |
IGM Assets Under Management
Net assets of iShares Expanded Tech Sector ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $10.71B |
| 2026-03-31 | $7.75B |
| 2025-12-31 | $8.84B |
| 2025-09-30 | $9.29B |
| 2025-06-30 | $6.66B |
| 2025-03-31 | $5.20B |
| 2024-12-31 | $5.77B |
| 2024-09-30 | $5.35B |
| 2024-06-30 | $4.99B |
| 2024-03-31 | $4.33B |
| 2023-12-31 | $3.76B |
| 2023-09-30 | $3.12B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.