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Private Advisor Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Private Advisor Group’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 		$11.4M Buy
69,486
+17,169
+33% +$2.57M 0.05% 355
2026
Q1 		$6.2M Sell
52,317
-2,360
-4% -$297K 0.03% 559
2025
Q4 		$7.06M Sell
54,677
-3,457
-6% -$448K 0.03% 495
2025
Q3 		$7.32M Sell
58,134
-2,500
-4% -$295K 0.04% 479
2025
Q2 		$6.81M Sell
60,634
-1,391
-2% -$137K 0.04% 460
2025
Q1 		$5.62M Sell
62,025
-1,009
-2% -$102K 0.03% 494
2024
Q4 		$6.44M Buy
63,034
+956
+2% +$96.1K 0.04% 442
2024
Q3 		$5.96M Buy
62,078
+571
+0.9% +$52.8K 0.04% 463
2024
Q2 		$5.8M Buy
61,507
+1,878
+3% +$164K 0.04% 433
2024
Q1 		$5.14M Buy
59,629
+8,077
+16% +$658K 0.04% 453
2023
Q4 		$3.85M Buy
51,552
+21,150
+70% +$1.45M 0.03% 528
2023
Q3 		$1.94M Buy
30,402
+3,708
+14% +$245K 0.02% 720
2023
Q2 		$1.76M Sell
26,694
-5,106
-16% -$304K 0.02% 772
2023
Q1 		$1.8M Sell
31,800
-912
-3% -$47.6K 0.02% 730
2022
Q4 		$210K Sell
32,712
-1,710
-5% -$81.9K 0.01% 881
2022
Q3 		$1.59M Sell
34,422
-7,920
-19% -$417K 0.02% 722
2022
Q2 		$2.08M Sell
42,342
-8,154
-16% -$447K 0.02% 740
2022
Q1 		$3.27M Buy
50,496
+768
+2% +$49.4K 0.03% 599
2021
Q4 		$3.64M Buy
49,728
+660
+1% +$47.4K 0.03% 568
2021
Q3 		$3.3M Buy
49,068
+708
+1% +$49.2K 0.02% 681
2021
Q2 		$3.26M Buy
48,360
+3,966
+9% +$253K 0.03% 568
2021
Q1 		$2.67M Buy
44,394
+1,542
+4% +$92.2K 0.03% 597
2020
Q4 		$2.5M Sell
42,852
-3,774
-8% -$207K 0.03% 585
2020
Q3 		$2.38M Sell
46,626
-264
-0.6% -$13.3K 0.03% 505
2020
Q2 		$2.18M Buy
46,890
+4,200
+10% +$177K 0.03% 504
2020
Q1 		$1.51M Buy
42,690
+30,456
+249% +$1.22M 0.03% 523
2019
Q4 		$494K Buy
12,234
+156
+1% +$5.94K 0.01% 1050
2019
Q3 		$437K Sell
12,078
-60
-0.5% -$2.19K 0.01% 1127
2019
Q2 		$436K Buy
12,138
+1,044
+9% +$36.9K 0.01% 1107
2019
Q1 		$381K Sell
11,094
-156
-1% -$5.01K 0.01% 1074
2018
Q4 		$322K Sell
11,250
-6,684
-37% -$207K 0.01% 997
2018
Q3 		$626K Buy
17,934
+7,758
+76% +$263K 0.01% 893
2018
Q2 		$331K Buy
10,176
+2,790
+38% +$88K 0.01% 940
2018
Q1 		$221K Buy
+7,386
New +$224K 0.01% 1022
2017
Q4 		– Sell
-9,540
Closed -$252K – 1288
2017
Q3 		$252K Sell
9,540
-558
-6% -$14.1K 0.01% 1231
2017
Q2 		$247K Sell
10,098
-1,758
-15% -$42.2K 0.01% 1167
2017
Q1 		$272K Sell
11,856
-3,552
-23% -$78.9K 0.01% 1128
2016
Q4 		$329K Buy
+15,408
New +$317K 0.01% 913
2014
Q4 		– Sell
-4,944
Closed -$81K – 1137
2014
Q3 		$81K Buy
+4,944
New +$80.5K 0.01% 992

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

Private Advisor Group's IGM Position: Q2 2026 in Review

Private Advisor Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 33% in Q2 2026, buying an estimated $2.57M and bringing the position to 69,486 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #355.

Private Advisor Group first reported a position in IGM in Q3 2014 and has held it in 39 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Private Advisor Group held 69,486 shares of iShares Expanded Tech Sector ETF worth $11.4M as of Q2 2026.
  • Private Advisor Group bought 17,169 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.57M.
  • iShares Expanded Tech Sector ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #355 holding.
  • Private Advisor Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 39 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.