Cadent Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cadent Capital 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 Q3	$4.57M	Sell	27,010 -19,630	-42%	-$3.15M	0.98%	25
2026 Q2	$7.63M	Buy	46,640 +3,048	+7%	+$457K	1.57%	16
2026 Q1	$5.17M	Buy	+43,592	New	+$5.48M	1.34%	20
2022 Q2	–	Sell	-4,806	Closed	-$311K	–	128
2022 Q1	$311K	Sell	4,806 -3,558	-43%	-$229K	0.14%	93
2021 Q4	$612K	Buy	8,364 +6	+0.1%	+$431	0.27%	59
2021 Q3	$562K	Hold	8,358	–	–	0.25%	59
2021 Q2	$563K	Buy	8,358 +6	+0.1%	+$382	0.23%	67
2021 Q1	$502K	Sell	8,352 -4,968	-37%	-$297K	0.22%	63
2020 Q4	$777K	Buy	+13,320	New	+$729K	0.38%	47

Other funds holding IGM

SBA

Seven Bridges Advisors New York $221M AUM

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cadent Capital Advisors's IGM Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 42% in Q3 2026, selling an estimated $3.15M and leaving 27,010 shares worth $4.57M. The position accounts for 0.98% of the portfolio, ranked #25.

Cadent Capital Advisors first reported a position in IGM in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.63M in Q2 2026. 23 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Cadent Capital Advisors held 27,010 shares of iShares Expanded Tech Sector ETF worth $4.57M as of Q3 2026.
Cadent Capital Advisors sold 19,630 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $3.15M.
iShares Expanded Tech Sector ETF made up 0.98% of Cadent Capital Advisors's portfolio in Q3 2026, its #25 holding.
Cadent Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 9 quarters since.
Cadent Capital Advisors's iShares Expanded Tech Sector ETF position peaked at $7.63M in Q2 2026.
23 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.