LEA
IGM icon

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 		$1.4M Buy
12,424
+800
+7% +$120K 0.19% 66
2026
Q1 		$1.38M Sell
11,624
-300
-3% -$37.7K 0.14% 80
2025
Q4 		$1.54M Buy
+11,924
New +$1.54M 0.17% 71

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.9% in Q2 2026, buying an estimated $120K and bringing the position to 12,424 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #66.

Legacy Edge Advisors first reported a position in IGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q4 2025. 376 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Legacy Edge Advisors held 12,424 shares of iShares Expanded Tech Sector ETF worth $1.4M as of Q2 2026.
  • Legacy Edge Advisors bought 800 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $120K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Legacy Edge Advisors's portfolio in Q2 2026, its #66 holding.
  • Legacy Edge Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Expanded Tech Sector ETF position peaked at $1.54M in Q4 2025.
  • 376 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.