AFT Forsyth & Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.43M | Sell |
51,531
-977
| -2% | -$146K | 4.05% | 3 |
|
|
2026
Q1 | $6.22M | Sell |
52,508
-563
| -1% | -$70.8K | 2.93% | 6 |
|
|
2025
Q4 | $6.85M | Sell |
53,071
-23
| -0% | -$2.98K | 2.96% | 6 |
|
|
2025
Q3 | $6.69M | Sell |
53,094
-57
| -0.1% | -$6.72K | 3.2% | 4 |
|
|
2025
Q2 | $5.97M | Sell |
53,151
-592
| -1% | -$58.1K | 3.06% | 5 |
|
|
2025
Q1 | $4.87M | Sell |
53,743
-350
| -0.6% | -$35.3K | 2.63% | 8 |
|
|
2024
Q4 | $5.52M | Sell |
54,093
-1,946
| -3% | -$196K | 2.71% | 7 |
|
|
2024
Q3 | $5.38M | Sell |
56,039
-204
| -0.4% | -$18.9K | 2.65% | 6 |
|
|
2024
Q2 | $5.3M | Buy |
56,243
+146
| +0.3% | +$12.8K | 2.6% | 7 |
|
|
2024
Q1 | $4.83M | Sell |
56,097
-183
| -0.3% | -$14.9K | 2.75% | 7 |
|
|
2023
Q4 | $4.2M | Sell |
56,280
-978
| -2% | -$66.9K | 2.65% | 7 |
|
|
2023
Q3 | $3.65M | Sell |
57,258
-186
| -0.3% | -$12.3K | 2.67% | 8 |
|
|
2023
Q2 | $3.76M | Sell |
57,444
-2,046
| -3% | -$122K | 2.67% | 6 |
|
|
2023
Q1 | $3.36M | Buy |
59,490
+42
| +0.1% | +$2.19K | 2.6% | 6 |
|
|
2022
Q4 | $2.77M | Sell |
59,448
-294
| -0.5% | -$14.1K | 2.37% | 7 |
|
|
2022
Q3 | $2.75M | Buy |
59,742
+150
| +0.3% | +$7.91K | 2.46% | 7 |
|
|
2022
Q2 | $2.92M | Sell |
59,592
-336
| -0.6% | -$18.4K | 2.36% | 7 |
|
|
2022
Q1 | $3.88M | Buy |
59,928
+984
| +2% | +$63.4K | 2.47% | 7 |
|
|
2021
Q4 | $4.31M | Buy |
58,944
+1,266
| +2% | +$91K | 2.21% | 8 |
|
|
2021
Q3 | $3.88M | Buy |
57,678
+462
| +0.8% | +$32.1K | 2.08% | 10 |
|
|
2021
Q2 | $3.85M | Buy |
57,216
+816
| +1% | +$52K | 2.06% | 8 |
|
|
2021
Q1 | $3.39M | Buy |
56,400
+150
| +0.3% | +$8.97K | 2.03% | 8 |
|
|
2020
Q4 | $3.28M | Sell |
56,250
-504
| -0.9% | -$27.6K | 2.05% | 8 |
|
|
2020
Q3 | $2.92M | Sell |
56,754
-714
| -1% | -$36K | 2.18% | 9 |
|
|
2020
Q2 | $2.67M | Sell |
57,468
-72
| -0.1% | -$3.03K | 2.26% | 9 |
|
|
2020
Q1 | $2.03M | Sell |
57,540
-3,294
| -5% | -$132K | 2.04% | 9 |
|
|
2019
Q4 | $2.46M | Buy |
60,834
+288
| +0.5% | +$11K | 1.87% | 9 |
|
|
2019
Q3 | $2.19M | Sell |
60,546
-1,380
| -2% | -$50.5K | 1.81% | 8 |
|
|
2019
Q2 | $2.23M | Buy |
61,926
+1,032
| +2% | +$36.5K | 1.83% | 8 |
|
|
2019
Q1 | $2.09M | Buy |
60,894
+1,668
| +3% | +$53.6K | 1.81% | 8 |
|
|
2018
Q4 | $1.7M | Buy |
59,226
+3,156
| +6% | +$97.6K | 1.69% | 12 |
|
|
2018
Q3 | $1.96M | Buy |
56,070
+192
| +0.3% | +$6.51K | 1.62% | 11 |
|
|
2018
Q2 | $1.8M | Buy |
55,878
+1,668
| +3% | +$52.6K | 1.58% | 12 |
|
|
2018
Q1 | $1.62M | Buy |
54,210
+60
| +0.1% | +$1.82K | 1.51% | 14 |
|
|
2017
Q4 | $1.52M | Buy |
+54,150
| New | +$1.5M | 1.49% | 16 |
|
|
2013
Q3 | $456K | Buy |
34,278
+2,742
| +9% | +$35.7K | 0.59% | 64 |
|
|
2013
Q2 | $391K | Buy |
+31,536
| New | +$389K | 0.56% | 63 |
|
Other funds holding IGM
SEIA
AFT Forsyth & Company's IGM Position: Q2 2026 in Review
AFT Forsyth & Company reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.9% in Q2 2026, selling an estimated $146K and leaving 51,531 shares worth $8.43M. The position accounts for 4.05% of the portfolio, ranked #3.
AFT Forsyth & Company first reported a position in IGM in Q2 2013 and has held it in 37 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.
- AFT Forsyth & Company held 51,531 shares of iShares Expanded Tech Sector ETF worth $8.43M as of Q2 2026.
- AFT Forsyth & Company sold 977 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $146K.
- iShares Expanded Tech Sector ETF made up 4.05% of AFT Forsyth & Company's portfolio in Q2 2026, its #3 holding.
- AFT Forsyth & Company first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 37 quarters since.
- 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.