Tandem Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Tandem Capital Management’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	$953K	Sell	5,823 -22	-0.4%	-$3.29K	0.4%	68
2026 Q1	$693K	Sell	5,845 -1,870	-24%	-$235K	0.35%	70
2025 Q4	$996K	Buy	7,715 +120	+2%	+$15.5K	0.45%	60
2025 Q3	$957K	Hold	7,595	–	–	0.45%	60
2025 Q2	$853K	Buy	7,595 +70	+0.9%	+$6.88K	0.43%	61
2025 Q1	$682K	Buy	7,525 +305	+4%	+$30.8K	0.38%	68
2024 Q4	$737K	Buy	7,220 +1,620	+29%	+$163K	0.39%	67
2024 Q3	$537K	Buy	5,600 +476	+9%	+$44K	0.28%	80
2024 Q2	$500K	Buy	5,124 +510	+11%	+$44.7K	0.27%	83
2024 Q1	$398K	Buy	+4,614	New	+$376K	0.23%	90
2022 Q2	–	Sell	-3,738	Closed	-$213K	–	92
2022 Q1	$213K	Buy	3,738 +576	+18%	+$37.1K	0.15%	90
2021 Q4	$231K	Buy	+3,162	New	+$227K	0.13%	88

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

Tandem Capital Management's IGM Position: Q2 2026 in Review

Tandem Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.38% in Q2 2026, selling an estimated $3.29K and leaving 5,823 shares worth $953K. The position accounts for 0.4% of the portfolio, ranked #68.

Tandem Capital Management first reported a position in IGM in Q4 2021 and has held it in 12 quarters since. The position peaked at $996K in Q4 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Tandem Capital Management held 5,823 shares of iShares Expanded Tech Sector ETF worth $953K as of Q2 2026.
Tandem Capital Management sold 22 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.29K.
iShares Expanded Tech Sector ETF made up 0.4% of Tandem Capital Management's portfolio in Q2 2026, its #68 holding.
Tandem Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 12 quarters since.
Tandem Capital Management's iShares Expanded Tech Sector ETF position peaked at $996K in Q4 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.