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NewEdge Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

NewEdge Wealth’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 		$409K Buy
+2,500
New +$374K ﹤0.01% 917
2026
Q1 		– Sell
-2,514
Closed -$325K – 1207
2025
Q4 		$325K Buy
+2,514
New +$326K ﹤0.01% 996

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Wealth's IGM Position: Q2 2026 in Review

NewEdge Wealth opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 2,500 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in IGM as recently as Q4 2025.

NewEdge Wealth first reported a position in IGM in Q4 2025 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • NewEdge Wealth held 2,500 shares of iShares Expanded Tech Sector ETF worth $409K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new NewEdge Wealth position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #917 holding.
  • NewEdge Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.