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 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

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

Cadent Capital Advisors's IGM Position: Q2 2026 in Review

Cadent Capital Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 7% in Q2 2026, buying an estimated $457K and bringing the position to 46,640 shares worth $7.63M. The position accounts for 1.57% of the portfolio, ranked #16.

Cadent Capital Advisors first reported a position in IGM in Q4 2020 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cadent Capital Advisors held 46,640 shares of iShares Expanded Tech Sector ETF worth $7.63M as of Q2 2026.
Cadent Capital Advisors bought 3,048 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $457K.
iShares Expanded Tech Sector ETF made up 1.57% of Cadent Capital Advisors's portfolio in Q2 2026, its #16 holding.
Cadent Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 8 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.