Benjamin Edwards Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Benjamin Edwards Inc’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	$1.66M	Buy	10,166 +726	+8%	+$109K	0.02%	630
2026 Q1	$1.12M	Buy	9,440 +663	+8%	+$83.4K	0.01%	718
2025 Q4	$1.13M	Sell	8,777 -53	-0.6%	-$6.86K	0.01%	663
2025 Q3	$1.11M	Sell	8,830 -7	-0.1%	-$826	0.01%	652
2025 Q2	$993K	Buy	8,837 +1,715	+24%	+$168K	0.01%	630
2025 Q1	$646K	Buy	7,122 +25	+0.4%	+$2.52K	0.01%	718
2024 Q4	$725K	Buy	7,097 +3	+0%	+$302	0.01%	716
2024 Q3	$681K	Buy	+7,094	New	+$656K	0.01%	699

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 22.9% 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

Benjamin Edwards Inc's IGM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Expanded Tech Sector ETF (IGM) stake by 7.7% in Q2 2026, buying an estimated $109K and bringing the position to 10,166 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #630.

Benjamin Edwards Inc first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Benjamin Edwards Inc held 10,166 shares of iShares Expanded Tech Sector ETF worth $1.66M as of Q2 2026.
Benjamin Edwards Inc bought 726 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $109K.
iShares Expanded Tech Sector ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #630 holding.
Benjamin Edwards Inc first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.