AA
IGM icon

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

Ancora 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 		$836K Hold
5,113
– – 0.02% 453
2026
Q1 		$606K Hold
5,113
– – 0.01% 488
2025
Q4 		$660K Sell
5,113
-1,800
-26% -$233K 0.01% 479
2025
Q3 		$871K Buy
6,913
+5,701
+470% +$672K 0.02% 445
2025
Q2 		$136K Hold
1,212
– – ﹤0.01% 808
2025
Q1 		$110K Hold
1,212
– – ﹤0.01% 836
2024
Q4 		$124K Hold
1,212
– – ﹤0.01% 817
2024
Q3 		$116K Sell
1,212
-99
-8% -$9.15K ﹤0.01% 790
2024
Q2 		$124K Hold
1,311
– – ﹤0.01% 769
2024
Q1 		$113K Buy
1,311
+3
+0.2% +$244 ﹤0.01% 785
2023
Q4 		$97.9K Hold
1,308
– – ﹤0.01% 802
2023
Q3 		$83.4K Sell
1,308
-30
-2% -$1.98K ﹤0.01% 819
2023
Q2 		$87.7K Hold
1,338
– – ﹤0.01% 801
2023
Q1 		$75.7K Hold
1,338
– – ﹤0.01% 832
2022
Q4 		$62K Sell
1,338
-18
-1% -$863 ﹤0.01% 919
2022
Q3 		$62K Hold
1,356
– – ﹤0.01% 1020
2022
Q2 		$66K Hold
1,356
– – ﹤0.01% 1086
2022
Q1 		$88K Buy
1,356
+438
+48% +$28.2K ﹤0.01% 1070
2021
Q4 		$67K Buy
918
+6
+0.7% +$431 ﹤0.01% 1143
2021
Q3 		$62K Sell
912
-780
-46% -$54.2K ﹤0.01% 1108
2021
Q2 		$114K Hold
1,692
– – ﹤0.01% 871
2021
Q1 		$102K Buy
1,692
+810
+92% +$48.4K ﹤0.01% 868
2020
Q4 		$52K Hold
882
– – ﹤0.01% 871
2020
Q3 		$46K Hold
882
– – ﹤0.01% 874
2020
Q2 		$41K Hold
882
– – ﹤0.01% 859
2020
Q1 		$31K Hold
882
– – ﹤0.01% 980
2019
Q4 		$36K Buy
+882
New +$33.6K ﹤0.01% 961
2018
Q4 		– Sell
-300
Closed -$10K – 891
2018
Q3 		$10K Buy
+300
New +$10.2K ﹤0.01% 1197

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

Ancora Advisors's IGM Position: Q2 2026 in Review

Ancora Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 5,113 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #453.

Ancora Advisors first reported a position in IGM in Q3 2018 and has held it in 28 quarters since. The position peaked at $871K in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Ancora Advisors held 5,113 shares of iShares Expanded Tech Sector ETF worth $836K as of Q2 2026.
  • Ancora Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #453 holding.
  • Ancora Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and has held it in 28 quarters since.
  • Ancora Advisors's iShares Expanded Tech Sector ETF position peaked at $871K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.