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B. Riley Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

B. Riley Wealth 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 		$3.92M Buy
24,509
+535
+2% +$80.1K 0.21% 108
2026
Q1 		$2.72M Sell
23,974
-345
-1% -$43.4K 0.17% 130
2025
Q4 		$3.14M Sell
24,319
-136
-0.6% -$17.6K 0.14% 148
2025
Q3 		$3.08M Buy
24,455
+936
+4% +$110K 0.14% 146
2025
Q2 		$2.64M Buy
+23,519
New +$2.31M 0.12% 166
2024
Q4 		$3.55M Buy
34,742
+4,703
+16% +$473K 0.12% 182
2024
Q3 		$2.87M Buy
30,039
+857
+3% +$79.2K 0.08% 239
2024
Q2 		$2.75M Buy
29,182
+24,773
+562% +$2.17M 0.07% 266
2024
Q1 		$1.69M Sell
4,409
-21,295
-83% -$1.73M 0.05% 399
2023
Q4 		$1.92M Sell
25,704
-750
-3% -$51.3K 0.05% 373
2023
Q3 		$1.69M Hold
26,454
– – 0.05% 399
2023
Q2 		$1.73M Sell
26,454
-22,302
-46% -$1.33M 0.04% 410
2023
Q1 		$2.76M Sell
48,756
-1,920
-4% -$100K 0.07% 266
2022
Q4 		$2.36M Buy
50,676
+23,556
+87% +$1.13M 0.07% 300
2022
Q3 		$1.25M Sell
27,120
-270
-1% -$14.2K 0.04% 436
2022
Q2 		$1.34M Sell
27,390
-1,188
-4% -$65.2K 0.06% 330
2022
Q1 		$1.85M Sell
28,578
-360
-1% -$23.2K 0.06% 318
2021
Q4 		$2.12M Sell
28,938
-60
-0.2% -$4.31K 0.06% 335
2021
Q3 		$1.95M Sell
28,998
-360
-1% -$25K 0.06% 337
2021
Q2 		$1.98M Buy
29,358
+60
+0.2% +$3.82K 0.06% 339
2021
Q1 		$1.76M Buy
29,298
+198
+0.7% +$11.8K 0.06% 338
2020
Q4 		$1.7M Sell
29,100
-29,460
-50% -$1.61M 0.09% 227
2020
Q3 		$2.87M Buy
58,560
+31,200
+114% +$1.57M 0.15% 154
2020
Q2 		$1.27M Sell
27,360
-1,800
-6% -$75.6K 0.09% 235
2020
Q1 		$1.03M Sell
29,160
-318
-1% -$12.7K 0.09% 231
2019
Q4 		$1.19M Buy
29,478
+60
+0.2% +$2.29K 0.1% 220
2019
Q3 		$1.06M Sell
29,418
-810
-3% -$29.6K 0.1% 216
2019
Q2 		$1.09M Sell
30,228
-720
-2% -$25.4K 0.12% 194
2019
Q1 		$1.06M Sell
30,948
-2,100
-6% -$67.4K 0.13% 173
2018
Q4 		$946K Sell
33,048
-786
-2% -$24.3K 0.13% 161
2018
Q3 		$1.18M Sell
33,834
-1,530
-4% -$51.9K 0.14% 163
2018
Q2 		$1.14M Buy
35,364
+54
+0.2% +$1.7K 0.15% 162
2018
Q1 		$1.06M Sell
35,310
-36,030
-51% -$1.09M 0.15% 160
2017
Q4 		$2.01M Sell
71,340
-540
-0.8% -$14.9K 0.27% 99
2017
Q3 		$1.86M Sell
71,880
-1,620
-2% -$40.9K 0.31% 88
2017
Q2 		$1.77M Sell
73,500
-1,200
-2% -$28.8K 0.32% 88
2017
Q1 		$1.72M Sell
74,700
-240
-0.3% -$5.33K 0.34% 74
2016
Q4 		$1.55M Hold
74,940
– – 0.31% 86
2016
Q3 		$773K Hold
74,940
– – 0.15% 173
2016
Q2 		$688K Sell
74,940
-180
-0.2% -$3.3K 0.14% 185
2016
Q1 		$693K Sell
75,120
-4,980
-6% -$85.7K 0.16% 159
2015
Q4 		$1.48M Buy
80,100
+39,972
+100% +$736K 0.3% 86
2015
Q3 		$671K Sell
40,128
-132
-0.3% -$2.29K 0.16% 173
2015
Q2 		$696K Hold
40,260
– – 0.17% 163
2015
Q1 		$692K Sell
40,260
-40,860
-50% -$700K 0.17% 158
2014
Q4 		$7.58K Buy
81,120
+40,440
+99% +$667K 0.16% 145
2014
Q3 		$664K Sell
40,680
-40,680
-50% -$662K 0.17% 157
2014
Q2 		$646K Buy
81,360
+40,680
+100% +$619K 0.15% 152
2014
Q1 		$617K Hold
40,680
– – 0.19% 131
2013
Q4 		$607K Hold
40,680
– – 0.19% 126
2013
Q3 		$541K Sell
40,680
-132
-0.3% -$1.72K 0.19% 130
2013
Q2 		$506K Buy
+40,812
New +$504K 0.17% 146

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

B. Riley Wealth Advisors's IGM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.2% in Q2 2026, buying an estimated $80.1K and bringing the position to 24,509 shares worth $3.92M. The position accounts for 0.21% of the portfolio, ranked #108.

B. Riley Wealth Advisors first reported a position in IGM in Q2 2013 and has held it in 52 quarters since. 179 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • B. Riley Wealth Advisors held 24,509 shares of iShares Expanded Tech Sector ETF worth $3.92M as of Q2 2026.
  • B. Riley Wealth Advisors bought 535 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $80.1K.
  • iShares Expanded Tech Sector ETF made up 0.21% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 52 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.