Gladstone Institutional Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Gladstone Institutional Advisory’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	$320K	Buy	1,955 +5	+0.3%	+$749	0.01%	720
2026 Q1	$231K	Sell	1,950 -10	-0.5%	-$1.26K	0.01%	760
2025 Q4	$253K	Buy	1,960 +10	+0.5%	+$1.29K	0.01%	689
2025 Q3	$246K	Hold	1,950	–	–	0.01%	705
2025 Q2	$219K	Sell	1,950 -694	-26%	-$68.2K	0.01%	691
2025 Q1	$240K	Hold	2,644	–	–	0.01%	644
2024 Q4	$270K	Hold	2,644	–	–	0.01%	619
2024 Q3	$254K	Buy	+2,644	New	+$244K	0.01%	602
2024 Q1	–	Sell	-2,820	Closed	-$211K	–	671
2023 Q4	$211K	Buy	+2,820	New	+$193K	0.01%	618
2023 Q3	–	Sell	-66,912	Closed	-$4.38M	–	646
2023 Q2	$4.38M	Buy	+66,912	New	+$3.98M	0.27%	98
2020 Q1	–	Sell	-6,720	Closed	-$271K	–	293
2019 Q4	$271K	Sell	6,720 -1,020	-13%	-$38.8K	0.07%	205
2019 Q3	$280K	Sell	7,740 -624	-7%	-$22.8K	0.07%	219
2019 Q2	$301K	Buy	+8,364	New	+$296K	0.09%	200

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

Gladstone Institutional Advisory's IGM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.26% in Q2 2026, buying an estimated $749 and bringing the position to 1,955 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #720.

Gladstone Institutional Advisory first reported a position in IGM in Q2 2019 and has held it in 13 quarters since. The position peaked at $4.38M in Q2 2023. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Gladstone Institutional Advisory held 1,955 shares of iShares Expanded Tech Sector ETF worth $320K as of Q2 2026.
Gladstone Institutional Advisory bought 5 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $749.
iShares Expanded Tech Sector ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #720 holding.
Gladstone Institutional Advisory first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and has held it in 13 quarters since.
Gladstone Institutional Advisory's iShares Expanded Tech Sector ETF position peaked at $4.38M in Q2 2023.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.