Moors & Cabot’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Moors & Cabot’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	$323K	Hold	1,972	–	–	0.01%	723
2026 Q1	$234K	Hold	1,972	–	–	0.01%	808
2025 Q4	$255K	Hold	1,972	–	–	0.01%	763
2025 Q3	$248K	Sell	1,972 -478	-20%	-$56.4K	0.01%	754
2025 Q2	$275K	Sell	2,450 -999	-29%	-$98.1K	0.01%	683
2025 Q1	$313K	Hold	3,449	–	–	0.02%	624
2024 Q4	$352K	Sell	3,449 -2,600	-43%	-$261K	0.02%	610
2024 Q3	$580K	Buy	6,049 +600	+11%	+$55.4K	0.03%	453
2024 Q2	$514K	Hold	5,449	–	–	0.03%	478
2024 Q1	$470K	Buy	5,449 +1	+0%	+$81	0.03%	524
2023 Q4	$407K	Buy	+5,448	New	+$372K	0.03%	514

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

Moors & Cabot's IGM Position: Q2 2026 in Review

Moors & Cabot held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,972 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #723.

Moors & Cabot first reported a position in IGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q3 2024. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Moors & Cabot held 1,972 shares of iShares Expanded Tech Sector ETF worth $323K as of Q2 2026.
Moors & Cabot left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #723 holding.
Moors & Cabot first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 11 quarters since.
Moors & Cabot's iShares Expanded Tech Sector ETF position peaked at $580K in Q3 2024.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.