NewEdge Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.75M | Buy |
47,383
+2,424
| +5% | +$363K | 0.02% | 589 |
|
|
2026
Q1 | $5.33M | Sell |
44,959
-10,692
| -19% | -$1.35M | 0.02% | 666 |
|
|
2025
Q4 | $7.19M | Sell |
55,651
-36,363
| -40% | -$4.71M | 0.03% | 533 |
|
|
2025
Q3 | $11.6M | Buy |
92,014
+19,803
| +27% | +$2.34M | 0.05% | 361 |
|
|
2025
Q2 | $8.11M | Sell |
72,211
-1,319
| -2% | -$130K | 0.04% | 416 |
|
|
2025
Q1 | $6.67M | Sell |
73,530
-3,486
| -5% | -$352K | 0.04% | 425 |
|
|
2024
Q4 | $7.86M | Sell |
77,016
-330
| -0.4% | -$33.2K | 0.05% | 374 |
|
|
2024
Q3 | $7.42M | Sell |
77,346
-9,998
| -11% | -$924K | 0.05% | 359 |
|
|
2024
Q2 | $8.24M | Buy |
87,344
+41,913
| +92% | +$3.67M | 0.06% | 313 |
|
|
2024
Q1 | $3.92M | Buy |
45,431
+2,267
| +5% | +$185K | 0.03% | 473 |
|
|
2023
Q4 | $3.22M | Sell |
43,164
-16,770
| -28% | -$1.15M | 0.03% | 490 |
|
|
2023
Q3 | $3.82M | Sell |
59,934
-4,158
| -6% | -$274K | 0.04% | 390 |
|
|
2023
Q2 | $4.2M | Sell |
64,092
-282
| -0.4% | -$16.8K | 0.05% | 363 |
|
|
2023
Q1 | $3.64M | Sell |
64,374
-1,074
| -2% | -$56K | 0.05% | 367 |
|
|
2022
Q4 | $914K | Sell |
65,448
-1,074
| -2% | -$51.5K | 0.02% | 536 |
|
|
2022
Q3 | $3.06M | Sell |
66,522
-14,580
| -18% | -$768K | 0.05% | 333 |
|
|
2022
Q2 | $3.98M | Sell |
81,102
-42,948
| -35% | -$2.36M | 0.07% | 281 |
|
|
2022
Q1 | $8.04M | Buy |
124,050
+60,444
| +95% | +$3.89M | 0.13% | 168 |
|
|
2021
Q4 | $4.65M | Buy |
63,606
+12,078
| +23% | +$868K | 0.07% | 263 |
|
|
2021
Q3 | $3.47M | Buy |
51,528
+4,344
| +9% | +$302K | 0.09% | 220 |
|
|
2021
Q2 | $3.18M | Buy |
47,184
+1,044
| +2% | +$66.5K | 0.08% | 230 |
|
|
2021
Q1 | $2.77M | Sell |
46,140
-1,680
| -4% | -$100K | 0.08% | 229 |
|
|
2020
Q4 | $2.79M | Sell |
47,820
-822
| -2% | -$45K | 0.09% | 204 |
|
|
2020
Q3 | $2.51M | Buy |
48,642
+1,278
| +3% | +$64.5K | 0.09% | 215 |
|
|
2020
Q2 | $2.2M | Buy |
47,364
+1,176
| +3% | +$49.4K | 0.09% | 212 |
|
|
2020
Q1 | $1.63M | Buy |
46,188
+6,012
| +15% | +$241K | 0.08% | 232 |
|
|
2019
Q4 | $1.62M | Buy |
40,176
+222
| +0.6% | +$8.46K | 0.06% | 277 |
|
|
2019
Q3 | $1.45M | Buy |
39,954
+1,242
| +3% | +$45.4K | 0.06% | 278 |
|
|
2019
Q2 | $1.39M | Buy |
38,712
+1,458
| +4% | +$51.5K | 0.09% | 228 |
|
|
2019
Q1 | $1.28M | Buy |
37,254
+8,940
| +32% | +$287K | 0.08% | 240 |
|
|
2018
Q4 | $810 | Buy |
28,314
+7,032
| +33% | +$217K | 0.05% | 281 |
|
|
2018
Q3 | $743K | Buy |
21,282
+14,952
| +236% | +$507K | 0.06% | 277 |
|
|
2018
Q2 | $206 | Buy |
+6,330
| New | +$200K | 0.02% | 515 |
|
Other funds holding IGM
SEIA
WA
GF
NewEdge Advisors's IGM Position: Q2 2026 in Review
NewEdge Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.4% in Q2 2026, buying an estimated $363K and bringing the position to 47,383 shares worth $7.75M. The position accounts for 0.02% of the portfolio, ranked #589.
NewEdge Advisors first reported a position in IGM in Q2 2018 and has held it in 33 quarters since. The position peaked at $11.6M in Q3 2025. 479 funds tracked by Wall St. Rank hold IGM as of Q2 2026.
- NewEdge Advisors held 47,383 shares of iShares Expanded Tech Sector ETF worth $7.75M as of Q2 2026.
- NewEdge Advisors bought 2,424 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $363K.
- iShares Expanded Tech Sector ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #589 holding.
- NewEdge Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2018 and has held it in 33 quarters since.
- NewEdge Advisors's iShares Expanded Tech Sector ETF position peaked at $11.6M in Q3 2025.
- 479 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.