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Edgemoor Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Edgemoor Investment 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 		$237K Buy
+1,450
New +$217K 0.02% 169
2026
Q1 		– Sell
-1,650
Closed -$213K – 174
2025
Q4 		$213K Hold
1,650
– – 0.02% 167
2025
Q3 		$208K Buy
+1,650
New +$195K 0.02% 190

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgemoor Investment Advisors's IGM Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,450 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in IGM as recently as Q4 2025.

Edgemoor Investment Advisors first reported a position in IGM in Q3 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Edgemoor Investment Advisors held 1,450 shares of iShares Expanded Tech Sector ETF worth $237K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Edgemoor Investment Advisors position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.