D.A. Davidson & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

D.A. Davidson & Co’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	$1.51M	Sell	9,210 -220	-2%	-$33K	0.01%	831
2026 Q1	$1.12M	Buy	9,430 +198	+2%	+$24.9K	0.01%	893
2025 Q4	$1.19M	Buy	9,232 +1,788	+24%	+$232K	0.01%	828
2025 Q3	$938K	Buy	7,444 +1,040	+16%	+$123K	0.01%	896
2025 Q2	$719K	Hold	6,404	–	–	0.01%	917
2025 Q1	$581K	Hold	6,404	–	–	﹤0.01%	960
2024 Q4	$654K	Sell	6,404 -100	-2%	-$10.1K	0.01%	930
2024 Q3	$624K	Hold	6,504	–	–	0.01%	928
2024 Q2	$613K	Sell	6,504 -150	-2%	-$13.1K	0.01%	901
2024 Q1	$573K	Buy	6,654 +114	+2%	+$9.29K	0.01%	940
2023 Q4	$489K	Hold	6,540	–	–	﹤0.01%	962
2023 Q3	$417K	Sell	6,540 -450	-6%	-$29.7K	﹤0.01%	973
2023 Q2	$458K	Buy	6,990 +240	+4%	+$14.3K	﹤0.01%	948
2023 Q1	$382K	Hold	6,750	–	–	﹤0.01%	990
2022 Q4	$315K	Hold	6,750	–	–	﹤0.01%	1026
2022 Q3	$311K	Sell	6,750 -4,590	-40%	-$242K	﹤0.01%	985
2022 Q2	$556K	Hold	11,340	–	–	0.01%	788
2022 Q1	$735K	Sell	11,340 -528	-4%	-$34K	0.01%	740
2021 Q4	$868K	Sell	11,868 -1,140	-9%	-$81.9K	0.01%	694
2021 Q3	$875K	Buy	13,008 +90	+0.7%	+$6.26K	0.01%	670
2021 Q2	$870K	Buy	12,918 +108	+0.8%	+$6.88K	0.01%	665
2021 Q1	$770K	Buy	12,810 +5,310	+71%	+$318K	0.01%	664
2020 Q4	$437K	Sell	7,500 -600	-7%	-$32.9K	0.01%	756
2020 Q3	$417K	Hold	8,100	–	–	0.01%	669
2020 Q2	$377K	Sell	8,100 -1,572	-16%	-$66.1K	0.01%	694
2020 Q1	$341K	Buy	9,672 +72	+0.8%	+$2.88K	0.01%	689
2019 Q4	$387K	Hold	9,600	–	–	0.01%	744
2019 Q3	$347K	Sell	9,600 -300	-3%	-$11K	0.01%	749
2019 Q2	$356K	Hold	9,900	–	–	0.01%	731
2019 Q1	$287K	Hold	9,900	–	–	﹤0.01%	901
2018 Q4	$283K	Hold	9,900	–	–	0.01%	839
2018 Q3	$345K	Buy	9,900 +1,500	+18%	+$50.9K	0.01%	856
2018 Q2	$270K	Hold	8,400	–	–	0.01%	917
2018 Q1	$251K	Hold	8,400	–	–	0.01%	916
2017 Q4	$236K	Hold	8,400	–	–	﹤0.01%	949
2017 Q3	$217K	Sell	8,400 -600	-7%	-$15.2K	﹤0.01%	983
2017 Q2	$216K	Sell	9,000 -6,618	-42%	-$159K	﹤0.01%	930
2017 Q1	$360K	Sell	15,618 -3,264	-17%	-$72.5K	0.01%	711
2016 Q4	$389K	Buy	18,882 +600	+3%	+$12.3K	0.01%	736
2016 Q3	$376K	Buy	18,282 +8,724	+91%	+$173K	0.01%	725
2016 Q2	$175K	Sell	9,558 -192	-2%	-$3.52K	0.01%	891
2016 Q1	$179K	Buy	9,750 +1,518	+18%	+$26.1K	0.01%	884
2015 Q4	$151K	Buy	8,232 +300	+4%	+$5.52K	﹤0.01%	944
2015 Q3	$132K	Sell	7,932 -360	-4%	-$6.24K	﹤0.01%	986
2015 Q2	$143K	Buy	8,292 +1,770	+27%	+$31.4K	﹤0.01%	997
2015 Q1	$112K	Buy	6,522 +540	+9%	+$9.25K	﹤0.01%	1088
2014 Q4	$101K	Sell	5,982 -4,578	-43%	-$75.5K	﹤0.01%	1120
2014 Q3	$172K	Buy	10,560 +660	+7%	+$10.7K	0.01%	921
2014 Q2	$157K	Buy	9,900 +480	+5%	+$7.31K	0.01%	980
2014 Q1	$142K	Buy	9,420 +900	+11%	+$13.5K	0.01%	993
2013 Q4	$127K	Sell	8,520 -390	-4%	-$5.47K	﹤0.01%	986
2013 Q3	$118K	Buy	8,910 +420	+5%	+$5.47K	0.01%	849
2013 Q2	$105K	Buy	+8,490	New	+$105K	0.01%	858

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

D.A. Davidson & Co's IGM Position: Q2 2026 in Review

D.A. Davidson & Co reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.3% in Q2 2026, selling an estimated $33K and leaving 9,210 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #831.

D.A. Davidson & Co first reported a position in IGM in Q2 2013 and has held it in 53 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

D.A. Davidson & Co held 9,210 shares of iShares Expanded Tech Sector ETF worth $1.51M as of Q2 2026.
D.A. Davidson & Co sold 220 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $33K.
iShares Expanded Tech Sector ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #831 holding.
D.A. Davidson & Co first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 53 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.