Smith, Moore & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Smith, Moore & 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 Q2	$3.33M	Buy	20,381 +232	+1%	+$34.8K	0.22%	92
2026 Q1	$2.39M	Buy	20,149 +1,494	+8%	+$188K	0.17%	112
2025 Q4	$2.41M	Sell	18,655 -110	-0.6%	-$14.2K	0.18%	107
2025 Q3	$2.36M	Buy	18,765 +1	+0%	+$118	0.18%	109
2025 Q2	$2.11M	Buy	18,764 +840	+5%	+$82.5K	0.18%	111
2025 Q1	$1.63M	Hold	17,924	–	–	0.15%	137
2024 Q4	$1.83M	Sell	17,924 -150	-0.8%	-$15.1K	0.17%	120
2024 Q3	$1.73M	Sell	18,074 -600	-3%	-$55.4K	0.17%	118
2024 Q2	$1.76M	Buy	18,674 +321	+2%	+$28.1K	0.18%	112
2024 Q1	$1.58M	Buy	18,353 +1,199	+7%	+$97.7K	0.17%	122
2023 Q4	$1.28M	Buy	17,154 +1,980	+13%	+$135K	0.15%	127
2023 Q3	$966K	Hold	15,174	–	–	0.13%	152
2023 Q2	$993K	Hold	15,174	–	–	0.13%	148
2023 Q1	$858K	Buy	15,174 +600	+4%	+$31.3K	0.12%	164
2022 Q4	$680K	Sell	14,574 -5,790	-28%	-$277K	0.09%	195
2022 Q3	$938K	Buy	20,364 +606	+3%	+$31.9K	0.14%	129
2022 Q2	$970K	Sell	19,758 -1,200	-6%	-$65.8K	0.15%	137
2022 Q1	$1.36M	Sell	20,958 -72	-0.3%	-$4.63K	0.19%	107
2021 Q4	$1.54M	Buy	21,030 +600	+3%	+$43.1K	0.21%	89
2021 Q3	$1.38M	Hold	20,430	–	–	0.21%	92
2021 Q2	$1.38M	Sell	20,430 -240	-1%	-$15.3K	0.21%	92
2021 Q1	$1.24M	Hold	20,670	–	–	0.2%	99
2020 Q4	$1.21M	Buy	20,670 +600	+3%	+$32.9K	0.22%	83
2020 Q3	$1.03M	Buy	20,070 +600	+3%	+$30.3K	0.21%	92
2020 Q2	$906K	Buy	19,470 +1,740	+10%	+$73.1K	0.2%	93
2020 Q1	$626K	Buy	17,730 +1,290	+8%	+$51.7K	0.17%	123
2019 Q4	$663K	Sell	16,440 -1,260	-7%	-$48K	0.14%	140
2019 Q3	$640K	Hold	17,700	–	–	0.14%	140
2019 Q2	$636K	Hold	17,700	–	–	0.14%	139
2019 Q1	$608K	Sell	17,700 -600	-3%	-$19.3K	0.14%	144
2018 Q4	$524K	Hold	18,300	–	–	0.14%	147
2018 Q3	$639K	Hold	18,300	–	–	0.15%	138
2018 Q2	$588K	Buy	18,300 +240	+1%	+$7.57K	0.15%	140
2018 Q1	$540K	Hold	18,060	–	–	0.14%	145
2017 Q4	$508K	Buy	18,060 +1,080	+6%	+$29.8K	0.14%	149
2017 Q3	$439K	Buy	16,980 +600	+4%	+$15.2K	0.12%	164
2017 Q2	$395K	Hold	16,380	–	–	0.13%	151
2017 Q1	$378K	Buy	16,380 +1,500	+10%	+$33.3K	0.14%	146
2016 Q4	$307K	Buy	14,880 +1,200	+9%	+$24.7K	0.12%	167
2016 Q3	$282K	Hold	13,680	–	–	0.11%	167
2016 Q2	$251K	Hold	13,680	–	–	0.1%	175
2016 Q1	$252K	Hold	13,680	–	–	0.11%	164
2015 Q4	$252K	Hold	13,680	–	–	0.13%	150
2015 Q3	$229K	Buy	+13,680	New	+$237K	0.13%	141
2015 Q2	–	Sell	-12,060	Closed	-$207K	–	175
2015 Q1	$207K	Hold	12,060	–	–	0.11%	159
2014 Q4	$205K	Buy	+12,060	New	+$199K	0.11%	158

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith, Moore & Co's IGM Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q2 2026, buying an estimated $34.8K and bringing the position to 20,381 shares worth $3.33M. The position accounts for 0.22% of the portfolio, ranked #92.

Smith, Moore & Co first reported a position in IGM in Q4 2014 and has held it in 46 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Smith, Moore & Co held 20,381 shares of iShares Expanded Tech Sector ETF worth $3.33M as of Q2 2026.
Smith, Moore & Co bought 232 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $34.8K.
iShares Expanded Tech Sector ETF made up 0.22% of Smith, Moore & Co's portfolio in Q2 2026, its #92 holding.
Smith, Moore & Co first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 46 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.