Oppenheimer & Co
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Oppenheimer & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Oppenheimer & Co’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
Q3 		$555K Buy
3,281
+84
+3% +$13.5K 0.01% 1167
2026
Q2 		$523K Sell
3,197
-400
-11% -$59.9K 0.01% 1233
2026
Q1 		$426K Sell
3,597
-431
-11% -$54.2K 0.01% 1253
2025
Q4 		$520K Sell
4,028
-162
-4% -$21K 0.01% 1062
2025
Q3 		$528K Sell
4,190
-530
-11% -$62.5K 0.01% 1153
2025
Q2 		$530K Buy
4,720
+46
+1% +$4.52K 0.01% 1122
2025
Q1 		$424K Sell
4,674
-37
-0.8% -$3.74K 0.01% 1132
2024
Q4 		$481K Buy
4,711
+450
+11% +$45.2K 0.01% 1075
2024
Q3 		$409K Buy
4,261
+8
+0.2% +$739 0.01% 1113
2024
Q2 		$401K Buy
4,253
+737
+21% +$64.5K 0.01% 1080
2024
Q1 		$303K Sell
3,516
-552
-14% -$45K 0.01% 1179
2023
Q4 		$304K Buy
4,068
+552
+16% +$37.7K 0.01% 1137
2023
Q3 		$224K Sell
3,516
-552
-14% -$36.4K ﹤0.01% 1233
2023
Q2 		$266K Buy
4,068
+126
+3% +$7.49K 0.01% 1204
2023
Q1 		$223K Sell
3,942
-948
-19% -$49.4K ﹤0.01% 1226
2022
Q4 		$228K Hold
4,890
– – 0.01% 1188
2022
Q3 		$225K Sell
4,890
-252
-5% -$13.3K 0.01% 1172
2022
Q2 		$252K Sell
5,142
-888
-15% -$48.7K 0.01% 1168
2022
Q1 		$391K Sell
6,030
-810
-12% -$52.1K 0.01% 1090
2021
Q4 		$500K Buy
6,840
+12
+0.2% +$862 0.01% 1028
2021
Q3 		$459K Sell
6,828
-150
-2% -$10.4K 0.01% 1049
2021
Q2 		$470K Buy
6,978
+390
+6% +$24.8K 0.01% 1056
2021
Q1 		$396K Buy
+6,588
New +$394K 0.01% 1061
2020
Q2 		– Sell
-6,540
Closed -$231K – 1289
2020
Q1 		$231K Sell
6,540
-28,956
-82% -$1.16M 0.01% 988
2019
Q4 		$1.43M Buy
35,496
+14,400
+68% +$548K 0.04% 510
2019
Q3 		$763K Buy
+21,096
New +$771K 0.02% 670

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Oppenheimer & Co's IGM Position: Q3 2026 in Review

Oppenheimer & Co increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.6% in Q3 2026, buying an estimated $13.5K and bringing the position to 3,281 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #1167.

Oppenheimer & Co first reported a position in IGM in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q4 2019. 176 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Oppenheimer & Co held 3,281 shares of iShares Expanded Tech Sector ETF worth $555K as of Q3 2026.
  • Oppenheimer & Co bought 84 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $13.5K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1167 holding.
  • Oppenheimer & Co first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 26 quarters since.
  • Oppenheimer & Co's iShares Expanded Tech Sector ETF position peaked at $1.43M in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.