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Snowden Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Snowden Capital Advisors’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 		$386K Sell
2,357
-417
-15% -$62.5K 0.01% 957
2026
Q1 		$329K Sell
2,774
-499
-15% -$62.8K 0.01% 983
2025
Q4 		$423K Sell
3,273
-41
-1% -$5.31K 0.01% 890
2025
Q3 		$417K Sell
3,314
-159
-5% -$18.8K 0.01% 873
2025
Q2 		$390K Sell
3,473
-414
-11% -$40.7K 0.01% 889
2025
Q1 		$352K Sell
3,887
-739
-16% -$74.6K 0.01% 907
2024
Q4 		$472K Buy
4,626
+702
+18% +$70.6K 0.01% 798
2024
Q3 		$377K Buy
3,924
+5
+0.1% +$462 0.01% 896
2024
Q2 		$370K Buy
3,919
+1
+0% +$88 0.01% 883
2024
Q1 		$338K Buy
3,918
+936
+31% +$76.2K 0.01% 918
2023
Q4 		$223K Buy
+2,982
New +$204K 0.01% 1041
2022
Q3 		– Sell
-14,244
Closed -$698K – 1144
2022
Q2 		$698K Sell
14,244
-1,434
-9% -$78.7K 0.03% 517
2022
Q1 		$1.01M Buy
15,678
+3,660
+30% +$236K 0.04% 429
2021
Q4 		$879K Buy
12,018
+600
+5% +$43.1K 0.04% 354
2021
Q3 		$768K Buy
11,418
+1,578
+16% +$110K 0.04% 422
2021
Q2 		$663K Sell
9,840
-6,636
-40% -$423K 0.03% 464
2021
Q1 		$991K Buy
16,476
+3,276
+25% +$196K 0.06% 349
2020
Q4 		$770K Buy
13,200
+4,254
+48% +$233K 0.05% 346
2020
Q3 		$461K Sell
8,946
-1,368
-13% -$69K 0.04% 402
2020
Q2 		$480K Buy
10,314
+1,668
+19% +$70.1K 0.04% 385
2020
Q1 		$305K Buy
8,646
+2,526
+41% +$101K 0.03% 433
2019
Q4 		$247K Buy
6,120
+300
+5% +$11.4K 0.02% 528
2019
Q3 		$211K Buy
+5,820
New +$213K 0.02% 491

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

Snowden Capital Advisors's IGM Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 15% in Q2 2026, selling an estimated $62.5K and leaving 2,357 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #957.

Snowden Capital Advisors first reported a position in IGM in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.01M in Q1 2022. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Snowden Capital Advisors held 2,357 shares of iShares Expanded Tech Sector ETF worth $386K as of Q2 2026.
  • Snowden Capital Advisors sold 417 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $62.5K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #957 holding.
  • Snowden Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 23 quarters since.
  • Snowden Capital Advisors's iShares Expanded Tech Sector ETF position peaked at $1.01M in Q1 2022.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.