Atlantic Edge Private Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Atlantic Edge Private Wealth 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 Q2	$18K	Hold	110	–	–	﹤0.01%	360
2026 Q1	$13K	Hold	110	–	–	﹤0.01%	361
2025 Q4	$14.2K	Hold	110	–	–	﹤0.01%	343
2025 Q3	$13.9K	Hold	110	–	–	﹤0.01%	340
2025 Q2	$12.4K	Hold	110	–	–	﹤0.01%	343
2025 Q1	$9.97K	Hold	110	–	–	﹤0.01%	347
2024 Q4	$11.2K	Hold	110	–	–	﹤0.01%	328
2024 Q3	$10.6K	Sell	110 -100	-48%	-$9.24K	﹤0.01%	334
2024 Q2	$19.8K	Hold	210	–	–	0.01%	251
2024 Q1	$18.1K	Hold	210	–	–	0.01%	258
2023 Q4	$15.7K	Buy	+210	New	+$14.4K	0.01%	259

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

Atlantic Edge Private Wealth Management's IGM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 110 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Atlantic Edge Private Wealth Management first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8K in Q2 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Atlantic Edge Private Wealth Management held 110 shares of iShares Expanded Tech Sector ETF worth $18K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #360 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Expanded Tech Sector ETF position peaked at $19.8K in Q2 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.