Great Valley Advisor Group
IGM icon

Great Valley Advisor Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Great Valley Advisor Group’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
Q3 		$2.3M Sell
13,579
-517
-4% -$82.9K 0.03% 409
2026
Q2 		$2.31M Buy
14,096
+17
+0.1% +$2.55K 0.04% 365
2026
Q1 		$1.67M Sell
14,079
-637
-4% -$80.1K 0.03% 413
2025
Q4 		$1.9M Sell
14,716
-139
-0.9% -$18K 0.04% 351
2025
Q3 		$1.87M Sell
14,855
-656
-4% -$77.4K 0.04% 354
2025
Q2 		$1.74M Buy
15,511
+195
+1% +$19.2K 0.04% 343
2025
Q1 		$1.39M Sell
15,316
-104
-0.7% -$10.5K 0.03% 378
2024
Q4 		$1.57M Sell
15,420
-340
-2% -$34.2K 0.04% 354
2024
Q3 		$1.51M Sell
15,760
-1,100
-7% -$102K 0.04% 353
2024
Q2 		$1.59M Sell
16,860
-230
-1% -$20.1K 0.04% 303
2024
Q1 		$1.47M Buy
17,090
+13,964
+447% +$1.14M 0.04% 311
2023
Q4 		$234K Buy
+3,126
New +$214K 0.01% 634
2021
Q2 		– Sell
-4,626
Closed -$278K – 547
2021
Q1 		$278K Sell
4,626
-162
-3% -$9.7K 0.03% 420
2020
Q4 		$279K Hold
4,788
– – 0.03% 385
2020
Q3 		$247K Hold
4,788
– – 0.03% 367
2020
Q2 		$223K Buy
+4,788
New +$201K 0.04% 370

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Great Valley Advisor Group's IGM Position: Q3 2026 in Review

Great Valley Advisor Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.7% in Q3 2026, selling an estimated $82.9K and leaving 13,579 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #409.

Great Valley Advisor Group first reported a position in IGM in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.31M in Q2 2026. 482 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Great Valley Advisor Group held 13,579 shares of iShares Expanded Tech Sector ETF worth $2.3M as of Q3 2026.
  • Great Valley Advisor Group sold 517 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $82.9K.
  • iShares Expanded Tech Sector ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q3 2026, its #409 holding.
  • Great Valley Advisor Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 16 quarters since.
  • Great Valley Advisor Group's iShares Expanded Tech Sector ETF position peaked at $2.31M in Q2 2026.
  • 482 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.