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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
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 $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Edgemoor Investment Advisors's IGM Position: Q1 2026 in Review

Edgemoor Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 1,650 shares — an estimated $213K sold.

Edgemoor Investment Advisors first reported a position in IGM in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Edgemoor Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 1,650 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $213K.
  • Edgemoor Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 2 quarters.
  • Edgemoor Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $213K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.