High Falls Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $475K | Buy |
3,677
+68
| +2% | +$8.81K | 0.1% | 72 |
|
|
2025
Q3 | $455K | Sell |
3,609
-118
| -3% | -$13.9K | 0.09% | 77 |
|
|
2025
Q2 | $419K | Buy |
3,727
+864
| +30% | +$84.9K | 0.09% | 76 |
|
|
2025
Q1 | $260K | Buy |
2,863
+396
| +16% | +$40K | 0.06% | 100 |
|
|
2024
Q4 | $252K | Sell |
2,467
-246
| -9% | -$24.7K | 0.06% | 101 |
|
|
2024
Q3 | $260K | Sell |
2,713
-1,338
| -33% | -$124K | 0.06% | 99 |
|
|
2024
Q2 | $382K | Sell |
4,051
-17
| -0.4% | -$1.49K | 0.09% | 78 |
|
|
2024
Q1 | $351K | Buy |
4,068
+6
| +0.1% | +$489 | 0.09% | 82 |
|
|
2023
Q4 | $303K | Buy |
4,062
+78
| +2% | +$5.33K | 0.08% | 79 |
|
|
2023
Q3 | $254K | Buy |
3,984
+84
| +2% | +$5.54K | 0.08% | 81 |
|
|
2023
Q2 | $255K | Hold |
3,900
| – | – | 0.07% | 86 |
|
|
2023
Q1 | $221K | Buy |
+3,900
| New | +$203K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-9,900
| Closed | -$641K | – | 112 |
|
|
2022
Q1 | $641K | Sell |
9,900
-600
| -6% | -$38.6K | 0.17% | 53 |
|
|
2021
Q4 | $768K | Hold |
10,500
| – | – | 0.2% | 47 |
|
|
2021
Q3 | $706K | Hold |
10,500
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $707K | Hold |
10,500
| – | – | 0.19% | 57 |
|
|
2021
Q1 | $631K | Hold |
10,500
| – | – | 0.18% | 63 |
|
|
2020
Q4 | $612K | Buy |
+10,500
| New | +$575K | 0.18% | 60 |
|
|
2020
Q3 | – | Sell |
-10,500
| Closed | -$488K | – | 55 |
|
|
2020
Q2 | $488K | Hold |
10,500
| – | – | 0.18% | 56 |
|
|
2020
Q1 | $371K | Sell |
10,500
-2,400
| -19% | -$96.2K | 0.15% | 52 |
|
|
2019
Q4 | $521K | Hold |
12,900
| – | – | 0.15% | 61 |
|
|
2019
Q3 | $467K | Hold |
12,900
| – | – | 0.14% | 59 |
|
|
2019
Q2 | $464K | Sell |
12,900
-1,200
| -9% | -$42.4K | 0.15% | 56 |
|
|
2019
Q1 | $485K | Sell |
14,100
-1,800
| -11% | -$57.8K | 0.17% | 55 |
|
|
2018
Q4 | $455K | Hold |
15,900
| – | – | 0.18% | 45 |
|
|
2018
Q3 | $555K | Hold |
15,900
| – | – | 0.19% | 49 |
|
|
2018
Q2 | $511K | Hold |
15,900
| – | – | 0.18% | 51 |
|
|
2018
Q1 | $475K | Hold |
15,900
| – | – | 0.17% | 50 |
|
|
2017
Q4 | $447K | Hold |
15,900
| – | – | 0.16% | 55 |
|
|
2017
Q3 | $411K | Hold |
15,900
| – | – | 0.15% | 58 |
|
|
2017
Q2 | $383K | Hold |
15,900
| – | – | 0.15% | 52 |
|
|
2017
Q1 | $367K | Hold |
15,900
| – | – | 0.16% | 56 |
|
|
2016
Q4 | $328K | Hold |
15,900
| – | – | 0.15% | 60 |
|
|
2016
Q3 | $328K | Sell |
15,900
-3,402
| -18% | -$67.4K | 0.12% | 57 |
|
|
2016
Q2 | $356K | Buy |
19,302
+3,402
| +21% | +$62.3K | 0.1% | 67 |
|
|
2016
Q1 | $293K | Sell |
15,900
-3,402
| -18% | -$58.6K | 0.1% | 78 |
|
|
2015
Q4 | $356K | Buy |
+19,302
| New | +$355K | 0.1% | 67 |
|
Other funds holding IGM
SEIA
EH
High Falls Advisors's IGM Position: Q4 2025 in Review
High Falls Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.9% in Q4 2025, buying an estimated $8.81K and bringing the position to 3,677 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #72.
High Falls Advisors first reported a position in IGM in Q4 2015 and has held it in 37 quarters since. The position peaked at $768K in Q4 2021. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.
- High Falls Advisors held 3,677 shares of iShares Expanded Tech Sector ETF worth $475K as of Q4 2025.
- High Falls Advisors bought 68 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $8.81K.
- iShares Expanded Tech Sector ETF made up 0.1% of High Falls Advisors's portfolio in Q4 2025, its #72 holding.
- High Falls Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and has held it in 37 quarters since.
- High Falls Advisors's iShares Expanded Tech Sector ETF position peaked at $768K in Q4 2021.
- 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.
Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.