Simplex Trading
IGM icon

Simplex Trading’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Simplex Trading’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 		$14.4K Buy
+88
New +$13.2K ﹤0.01% 7391
2024
Q3 		– Sell
-194
Closed -$18K – 8965
2024
Q2 		$18K Buy
+194
New +$17K ﹤0.01% 6982
2023
Q3 		– Sell
-8,322
Closed -$544K – 9155
2023
Q2 		$544K Buy
8,322
+7,020
+539% +$417K ﹤0.01% 3219
2023
Q1 		$73K Buy
1,302
+552
+74% +$28.8K ﹤0.01% 5503
2022
Q4 		$35K Sell
750
-6,006
-89% -$288K ﹤0.01% 6279
2022
Q3 		$311K Buy
+6,756
New +$356K ﹤0.01% 4038
2021
Q1 		– Sell
-1,044
Closed -$60K – 9335
2020
Q4 		$60K Buy
+1,044
New +$57.2K ﹤0.01% 5989
2020
Q3 		– Sell
-402
Closed -$18K – 8098
2020
Q2 		$18K Buy
402
+216
+116% +$9.08K ﹤0.01% 6293
2020
Q1 		$6K Buy
+186
New +$7.45K ﹤0.01% 6747
2019
Q4 		– Sell
-2,958
Closed -$106K – 7577
2019
Q3 		$106K Sell
2,958
-1,032
-26% -$37.7K ﹤0.01% 4268
2019
Q2 		$143K Buy
+3,990
New +$141K ﹤0.01% 3818
2018
Q4 		– Sell
-3,780
Closed – – 7361
2018
Q3 		$0 Buy
3,780
+228
+6% +$7.74K ﹤0.01% 7693
2018
Q2 		$0 Buy
+3,552
New +$112K ﹤0.01% 7583
2018
Q1 		– Sell
-31,098
Closed -$874K – 6464
2017
Q4 		$874K Buy
31,098
+1,752
+6% +$48.4K 0.04% 443
2017
Q3 		$759K Buy
+29,346
New +$741K 0.03% 480

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

Simplex Trading's IGM Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 88 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #7391 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IGM as recently as Q2 2024.

Simplex Trading first reported a position in IGM in Q3 2017 and has held it in 15 quarters since. The position peaked at $874K in Q4 2017. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Simplex Trading held 88 shares of iShares Expanded Tech Sector ETF worth $14.4K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Simplex Trading position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7391 holding.
  • Simplex Trading first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and has held it in 15 quarters since.
  • Simplex Trading's iShares Expanded Tech Sector ETF position peaked at $874K in Q4 2017.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.