Legacy Edge Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Legacy Edge 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 Q2	$1.9M	Hold	11,624	–	–	0.17%	73
2026 Q1	$1.38M	Sell	11,624 -300	-3%	-$37.7K	0.14%	80
2025 Q4	$1.54M	Sell	11,924 -200	-2%	-$25.9K	0.17%	71
2025 Q3	$1.53M	Sell	12,124 -300	-2%	-$35.4K	0.18%	67
2025 Q2	$1.4M	Sell	12,424 -637	-5%	-$62.6K	0.19%	66
2025 Q1	$1.18M	Sell	13,061 -129	-1%	-$13K	0.18%	61
2024 Q4	$1.36M	Sell	13,190 -100	-0.8%	-$10.1K	0.22%	59
2024 Q3	$1.28M	Sell	13,290 -122	-0.9%	-$11.3K	0.2%	61
2024 Q2	$1.26M	Sell	13,412 -124	-0.9%	-$10.9K	0.23%	57
2024 Q1	$1.17M	Hold	13,536	–	–	0.24%	59
2023 Q4	$1.01M	Buy	+13,536	New	+$925K	0.23%	61

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 22.9% 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

Legacy Edge Advisors's IGM Position: Q2 2026 in Review

Legacy Edge Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 11,624 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #73.

Legacy Edge Advisors first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Legacy Edge Advisors held 11,624 shares of iShares Expanded Tech Sector ETF worth $1.9M as of Q2 2026.
Legacy Edge Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.17% of Legacy Edge Advisors's portfolio in Q2 2026, its #73 holding.
Legacy Edge Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.