Bradley Foster & Sargent’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bradley Foster & Sargent’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	$1.41M	Hold	8,635	–	–	0.02%	272
2026 Q1	$1.02M	Hold	8,635	–	–	0.02%	289
2025 Q4	$1.12M	Hold	8,635	–	–	0.02%	281
2025 Q3	$1.09M	Hold	8,635	–	–	0.02%	282
2025 Q2	$970K	Hold	8,635	–	–	0.02%	293
2025 Q1	$783K	Sell	8,635 -88	-1%	-$8.89K	0.01%	294
2024 Q4	$891K	Hold	8,723	–	–	0.02%	289
2024 Q3	$837K	Sell	8,723 -121	-1%	-$11.2K	0.01%	306
2024 Q2	$834K	Hold	8,844	–	–	0.02%	288
2024 Q1	$762K	Hold	8,844	–	–	0.01%	305
2023 Q4	$661K	Hold	8,844	–	–	0.01%	320
2023 Q3	$579K	Hold	8,844	–	–	0.01%	326
2023 Q2	$579K	Hold	8,844	–	–	0.01%	326
2023 Q1	$500K	Sell	8,844 -276	-3%	-$14.4K	0.01%	330
2022 Q4	$426K	Sell	9,120 -552	-6%	-$26.5K	0.01%	344
2022 Q3	$446K	Hold	9,672	–	–	0.01%	330
2022 Q2	$475K	Buy	9,672 +2,592	+37%	+$142K	0.01%	333
2022 Q1	$459K	Buy	+7,080	New	+$456K	0.01%	358

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

Bradley Foster & Sargent's IGM Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 8,635 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #272.

Bradley Foster & Sargent first reported a position in IGM in Q1 2022 and has held it in 18 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bradley Foster & Sargent held 8,635 shares of iShares Expanded Tech Sector ETF worth $1.41M as of Q2 2026.
Bradley Foster & Sargent left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Bradley Foster & Sargent's portfolio in Q2 2026, its #272 holding.
Bradley Foster & Sargent first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 18 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.