Migdal Insurance & Financial Holdings’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Migdal Insurance & Financial Holdings’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	$3.35M	Sell	20,556 -977	-5%	-$146K	0.02%	106
2026 Q1	$2.55M	Sell	21,533 -5,274	-20%	-$664K	0.02%	117
2025 Q4	$3.46M	Sell	26,807 -3,810	-12%	-$493K	0.03%	108
2025 Q3	$3.8M	Sell	30,617 -3,981	-12%	-$470K	0.04%	103
2025 Q2	$3.89M	Buy	34,598 +231	+0.7%	+$22.7K	0.05%	106
2025 Q1	$3.12M	Buy	34,367 +12,020	+54%	+$1.21M	0.04%	106
2024 Q4	$2.28M	Sell	22,347 -3,656	-14%	-$367K	0.03%	111
2024 Q3	$2.5M	Sell	26,003 -1,190	-4%	-$110K	0.04%	104
2024 Q2	$2.56M	Sell	27,193 -41	-0.2%	-$3.59K	0.04%	110
2024 Q1	$2.35M	Buy	27,234 +450	+2%	+$36.7K	0.04%	111
2023 Q4	$2M	Sell	26,784 -2,604	-9%	-$178K	0.04%	116
2023 Q3	$1.87M	Buy	29,388 +12,294	+72%	+$811K	0.04%	116
2023 Q2	$1.12M	Buy	+17,094	New	+$1.02M	0.03%	144
2022 Q3	–	Sell	-1,440	Closed	-$71K	–	560
2022 Q2	$71K	Hold	1,440	–	–	﹤0.01%	340
2022 Q1	$93K	Buy	+1,440	New	+$92.7K	﹤0.01%	371

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 22.96% 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

Migdal Insurance & Financial Holdings's IGM Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.5% in Q2 2026, selling an estimated $146K and leaving 20,556 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #106.

Migdal Insurance & Financial Holdings first reported a position in IGM in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.89M in Q2 2025. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Migdal Insurance & Financial Holdings held 20,556 shares of iShares Expanded Tech Sector ETF worth $3.35M as of Q2 2026.
Migdal Insurance & Financial Holdings sold 977 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $146K.
iShares Expanded Tech Sector ETF made up 0.02% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #106 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 15 quarters since.
Migdal Insurance & Financial Holdings's iShares Expanded Tech Sector ETF position peaked at $3.89M in Q2 2025.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.