Janney Montgomery Scott
IGM icon

Janney Montgomery Scott’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Janney Montgomery Scott’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 		$143M Sell
873,191
-124,914
-13% -$18.7M 0.28% 74
2026
Q1 		$118M Sell
998,105
-37,725
-4% -$4.75M 0.29% 76
2025
Q4 		$134M Sell
1,035,830
-878,482
-46% -$114M 0.31% 66
2025
Q3 		$241M Buy
1,914,312
+1,725,741
+915% +$204M 0.57% 30
2025
Q2 		$21.2M Buy
188,571
+916
+0.5% +$90K 0.06% 330
2025
Q1 		$17M Sell
187,655
-17,210
-8% -$1.74M 0.05% 376
2024
Q4 		$20.9M Sell
204,865
-3,054
-1% -$307K 0.06% 325
2024
Q3 		$19.9M Buy
207,919
+820
+0.4% +$75.8K 0.06% 343
2024
Q2 		$19.5M Buy
207,099
+2,326
+1% +$204K 0.06% 335
2024
Q1 		$17.6M Sell
204,773
-37,597
-16% -$3.06M 0.05% 364
2023
Q4 		$18.1M Sell
242,370
-5,514
-2% -$377K 0.06% 324
2023
Q3 		$15.8M Sell
247,884
-5,148
-2% -$339K 0.06% 311
2023
Q2 		$16.6M Sell
253,032
-37,290
-13% -$2.22M 0.06% 319
2023
Q1 		$16.4M Sell
290,322
-7,392
-2% -$386K 0.07% 283
2022
Q4 		$13.9M Sell
297,714
-1,876,080
-86% -$89.9M 0.05% 325
2022
Q3 		$100M Sell
2,173,794
-1,865,334
-46% -$98.3M 0.43% 45
2022
Q2 		$199M Buy
4,039,128
+106,056
+3% +$5.82M 0.9% 13
2022
Q1 		$255M Buy
3,933,072
+3,675,816
+1,429% +$237M 1.09% 11
2021
Q4 		$18.8M Sell
257,256
-3,540
-1% -$254K 0.07% 245
2021
Q3 		$17.5M Buy
260,796
+84,300
+48% +$5.86M 0.08% 240
2021
Q2 		$11.9M Sell
176,496
-6,000
-3% -$382K 0.05% 327
2021
Q1 		$11M Sell
182,496
-1,602
-0.9% -$95.8K 0.05% 311
2020
Q4 		$10.7M Sell
184,098
-6,384
-3% -$350K 0.05% 311
2020
Q3 		$9.81M Buy
190,482
+522
+0.3% +$26.3K 0.06% 299
2020
Q2 		$8.84M Sell
189,960
-21,168
-10% -$890K 0.06% 301
2020
Q1 		$7.45M Sell
211,128
-25,884
-11% -$1.04M 0.06% 293
2019
Q4 		$9.57M Buy
237,012
+3,210
+1% +$122K 0.06% 292
2019
Q3 		$8.46M Sell
233,802
-6,360
-3% -$233K 0.06% 315
2019
Q2 		$8.63M Sell
240,162
-3,876
-2% -$137K 0.07% 295
2019
Q1 		$8.39M Buy
244,038
+53,316
+28% +$1.71M 0.07% 298
2018
Q4 		$5.46M Buy
190,722
+175,224
+1,131% +$5.42M 0.05% 345
2018
Q3 		$541K Sell
15,498
-378
-2% -$12.8K ﹤0.01% 1404
2018
Q2 		$510K Sell
15,876
-3,834
-19% -$121K ﹤0.01% 1369
2018
Q1 		$589K Buy
19,710
+1,362
+7% +$41.3K 0.01% 1237
2017
Q4 		$516K Buy
18,348
+546
+3% +$15.1K 0.01% 1290
2017
Q3 		$461K Sell
17,802
-2,742
-13% -$69.3K 0.01% 1299
2017
Q2 		$495K Sell
20,544
-48
-0.2% -$1.15K 0.01% 1180
2017
Q1 		$475K Sell
20,592
-126
-0.6% -$2.8K 0.01% 1186
2016
Q4 		$428K Buy
20,718
+114
+0.6% +$2.35K 0.01% 1149
2016
Q3 		$424K Sell
20,604
-18,144
-47% -$359K 0.01% 1041
2016
Q2 		$710K Buy
38,748
+20,796
+116% +$381K 0.01% 452
2016
Q1 		$331K Sell
17,952
-8,232
-31% -$142K 0.01% 922
2015
Q4 		$483K Buy
26,184
+8,682
+50% +$160K 0.01% 826
2015
Q3 		$293K Buy
17,502
+1,272
+8% +$22.1K 0.01% 1070
2015
Q2 		$280K Sell
16,230
-3,588
-18% -$63.6K 0.01% 1538
2015
Q1 		$341K Sell
19,818
-33,822
-63% -$579K 0.01% 1664
2014
Q4 		$911K Buy
53,640
+35,460
+195% +$585K 0.02% 917
2014
Q3 		$297K Sell
18,180
-2,100
-10% -$34.2K 0.01% 1664
2014
Q2 		$322K Sell
20,280
-5,688
-22% -$86.6K 0.01% 1568
2014
Q1 		$394K Buy
25,968
+2,610
+11% +$39.3K 0.01% 1276
2013
Q4 		$349K Sell
23,358
-750
-3% -$10.5K 0.01% 1327
2013
Q3 		$321K Buy
+24,108
New +$314K 0.01% 1296

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 22.96% 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

Janney Montgomery Scott's IGM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, selling an estimated $18.7M and leaving 873,191 shares worth $143M. The position accounts for 0.28% of the portfolio, ranked #74.

Janney Montgomery Scott first reported a position in IGM in Q3 2013 and has held it in 52 quarters since. The position peaked at $255M in Q1 2022. 558 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Janney Montgomery Scott held 873,191 shares of iShares Expanded Tech Sector ETF worth $143M as of Q2 2026.
  • Janney Montgomery Scott sold 124,914 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $18.7M.
  • iShares Expanded Tech Sector ETF made up 0.28% of Janney Montgomery Scott's portfolio in Q2 2026, its #74 holding.
  • Janney Montgomery Scott first reported a position in iShares Expanded Tech Sector ETF in Q3 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's iShares Expanded Tech Sector ETF position peaked at $255M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.