Cedar Mountain Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cedar Mountain 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	$19.7K	Buy	121 +1	+0.8%	+$150	﹤0.01%	340
2026 Q1	$14.3K	Hold	120	–	–	﹤0.01%	374
2025 Q4	$15.6K	Hold	120	–	–	﹤0.01%	210
2025 Q3	$15.2K	Hold	120	–	–	﹤0.01%	213
2025 Q2	$13.5K	Hold	120	–	–	﹤0.01%	192
2025 Q1	$10.9K	Hold	120	–	–	﹤0.01%	197
2024 Q4	$12.3K	Hold	120	–	–	﹤0.01%	195
2024 Q3	$11.5K	Hold	120	–	–	﹤0.01%	190
2024 Q2	$11.3K	Hold	120	–	–	﹤0.01%	183
2024 Q1	$10.3K	Hold	120	–	–	﹤0.01%	186
2023 Q4	$8.96K	Hold	120	–	–	﹤0.01%	189
2023 Q3	$7.64K	Buy	+120	New	+$7.91K	﹤0.01%	189

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

Cedar Mountain Advisors's IGM Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.83% in Q2 2026, buying an estimated $150 and bringing the position to 121 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Cedar Mountain Advisors first reported a position in IGM in Q3 2023 and has held it in 12 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Cedar Mountain Advisors held 121 shares of iShares Expanded Tech Sector ETF worth $19.7K as of Q2 2026.
Cedar Mountain Advisors bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #340 holding.
Cedar Mountain Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and has held it in 12 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.