Bogart Wealth LLC’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 | $745K | Buy |
4,554
+96
| +2% | +$14.4K | 0.03% | 151 |
|
|
2026
Q1 | $528K | Buy |
4,458
+35
| +0.8% | +$4.4K | 0.02% | 168 |
|
|
2025
Q4 | $571K | Buy |
4,423
+1,979
| +81% | +$256K | 0.02% | 157 |
|
|
2025
Q3 | $308K | Buy |
2,444
+351
| +17% | +$41.4K | 0.01% | 202 |
|
|
2025
Q2 | $235K | Buy |
2,093
+902
| +76% | +$88.6K | 0.01% | 218 |
|
|
2025
Q1 | $108K | Sell |
1,191
-10
| -0.8% | -$1.01K | 0.01% | 301 |
|
|
2024
Q4 | $123K | Buy |
1,201
+15
| +1% | +$1.51K | 0.01% | 281 |
|
|
2024
Q3 | $114K | Sell |
1,186
-20
| -2% | -$1.85K | 0.01% | 293 |
|
|
2024
Q2 | $114K | Hold |
1,206
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $104K | Hold |
1,206
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $90.1K | Hold |
1,206
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $76.8K | Hold |
1,206
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $79K | Hold |
1,206
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $68.2K | Hold |
1,206
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $56.3K | Hold |
1,206
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $56K | Hold |
1,206
| – | – | ﹤0.01% | 281 |
|
|
2022
Q2 | $59K | Hold |
1,206
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $78K | Hold |
1,206
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $88K | Sell |
1,206
-204
| -14% | -$14.7K | 0.01% | 214 |
|
|
2021
Q3 | $95K | Hold |
1,410
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $95K | Sell |
1,410
-30
| -2% | -$1.91K | 0.01% | 185 |
|
|
2021
Q1 | $87K | Hold |
1,440
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $83K | Hold |
1,440
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $74K | Hold |
1,440
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $67K | Hold |
1,440
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $51K | Hold |
1,440
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $58K | Hold |
1,440
| – | – | 0.02% | 168 |
|
|
2019
Q3 | $52K | Hold |
1,440
| – | – | 0.03% | 157 |
|
|
2019
Q2 | $51K | Hold |
1,440
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $49K | Hold |
1,440
| – | – | 0.02% | 142 |
|
|
2018
Q4 | $41K | Hold |
1,440
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $50K | Sell |
1,440
-24
| -2% | -$814 | 0.03% | 144 |
|
|
2018
Q2 | $47K | Hold |
1,464
| – | – | 0.03% | 151 |
|
|
2018
Q1 | $44K | Hold |
1,464
| – | – | 0.03% | 151 |
|
|
2017
Q4 | $41K | Hold |
1,464
| – | – | 0.03% | 152 |
|
|
2017
Q3 | $39K | Buy |
+1,464
| New | +$37K | 0.03% | 153 |
|
Other funds holding IGM
SEIA
Bogart Wealth LLC's IGM Position: Q2 2026 in Review
Bogart Wealth LLC increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,554 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #151.
Bogart Wealth LLC first reported a position in IGM in Q3 2017 and has held it in 36 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.
- Bogart Wealth LLC held 4,554 shares of iShares Expanded Tech Sector ETF worth $745K as of Q2 2026.
- Bogart Wealth LLC bought 96 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $14.4K.
- iShares Expanded Tech Sector ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #151 holding.
- Bogart Wealth LLC first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and has held it in 36 quarters since.
- 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.