Sigma Planning Corp’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 | $2.04M | Buy |
12,493
+795
| +7% | +$119K | 0.05% | 362 |
|
|
2026
Q1 | $1.39M | Buy |
11,698
+875
| +8% | +$110K | 0.04% | 448 |
|
|
2025
Q4 | $1.4M | Buy |
10,823
+1,891
| +21% | +$245K | 0.04% | 419 |
|
|
2025
Q3 | $1.13M | Buy |
8,932
+2,493
| +39% | +$294K | 0.03% | 484 |
|
|
2025
Q2 | $723K | Sell |
6,439
-298
| -4% | -$29.3K | 0.02% | 628 |
|
|
2025
Q1 | $611K | Buy |
6,737
+1,024
| +18% | +$103K | 0.02% | 648 |
|
|
2024
Q4 | $583K | Buy |
5,713
+452
| +9% | +$45.4K | 0.02% | 681 |
|
|
2024
Q3 | $505K | Buy |
5,261
+438
| +9% | +$40.5K | 0.02% | 745 |
|
|
2024
Q2 | $455K | Sell |
4,823
-98
| -2% | -$8.58K | 0.01% | 760 |
|
|
2024
Q1 | $424K | Buy |
+4,921
| New | +$401K | 0.01% | 832 |
|
|
2023
Q4 | – | Sell |
-5,412
| Closed | -$345K | – | 1011 |
|
|
2023
Q3 | $345K | Buy |
5,412
+300
| +6% | +$19.8K | 0.01% | 864 |
|
|
2023
Q2 | $335K | Sell |
5,112
-912
| -15% | -$54.2K | 0.01% | 892 |
|
|
2023
Q1 | $341K | Sell |
6,024
-3,474
| -37% | -$181K | 0.01% | 955 |
|
|
2022
Q4 | $443K | Sell |
9,498
-318
| -3% | -$15.2K | 0.02% | 808 |
|
|
2022
Q3 | $452K | Buy |
9,816
+3,816
| +64% | +$201K | 0.02% | 769 |
|
|
2022
Q2 | $295K | Buy |
6,000
+480
| +9% | +$26.3K | 0.01% | 998 |
|
|
2022
Q1 | $358K | Sell |
5,520
-102
| -2% | -$6.57K | 0.01% | 980 |
|
|
2021
Q4 | $412K | Sell |
5,622
-102
| -2% | -$7.33K | 0.01% | 927 |
|
|
2021
Q3 | $385K | Buy |
5,724
+192
| +3% | +$13.3K | 0.01% | 933 |
|
|
2021
Q2 | $373K | Buy |
5,532
+198
| +4% | +$12.6K | 0.01% | 970 |
|
|
2021
Q1 | $321K | Sell |
5,334
-462
| -8% | -$27.6K | 0.01% | 949 |
|
|
2020
Q4 | $338K | Sell |
5,796
-10,164
| -64% | -$557K | 0.01% | 844 |
|
|
2020
Q3 | $822K | Buy |
15,960
+7,008
| +78% | +$354K | 0.03% | 456 |
|
|
2020
Q2 | $417K | Buy |
+8,952
| New | +$376K | 0.02% | 656 |
|
|
2020
Q1 | – | Sell |
-35,058
| Closed | -$1.42M | – | 1011 |
|
|
2019
Q4 | $1.42M | Buy |
35,058
+28,530
| +437% | +$1.09M | 0.06% | 323 |
|
|
2019
Q3 | $236K | Buy |
6,528
+378
| +6% | +$13.8K | 0.01% | 864 |
|
|
2019
Q2 | $221K | Sell |
6,150
-936
| -13% | -$33.1K | 0.01% | 867 |
|
|
2019
Q1 | $244K | Sell |
7,086
-9,762
| -58% | -$314K | 0.01% | 766 |
|
|
2018
Q4 | $482K | Buy |
16,848
+1,140
| +7% | +$35.3K | 0.04% | 455 |
|
|
2018
Q3 | $548K | Buy |
+15,708
| New | +$533K | 0.03% | 452 |
|
|
2017
Q4 | – | Sell |
-10,350
| Closed | -$268K | – | 871 |
|
|
2017
Q3 | $268K | Buy |
+10,350
| New | +$261K | 0.02% | 647 |
|
Other funds holding IGM
SEIA
Sigma Planning Corp's IGM Position: Q2 2026 in Review
Sigma Planning Corp increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.8% in Q2 2026, buying an estimated $119K and bringing the position to 12,493 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #362.
Sigma Planning Corp first reported a position in IGM in Q3 2017 and has held it in 31 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.
- Sigma Planning Corp held 12,493 shares of iShares Expanded Tech Sector ETF worth $2.04M as of Q2 2026.
- Sigma Planning Corp bought 795 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $119K.
- iShares Expanded Tech Sector ETF made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #362 holding.
- Sigma Planning Corp first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and has held it in 31 quarters since.
- 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.