WealthTrust Axiom’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 | $1.15M | Hold |
7,000
| – | – | 0.26% | 86 |
|
|
2026
Q1 | $830K | Sell |
7,000
-329
| -4% | -$41.4K | 0.2% | 101 |
|
|
2025
Q4 | $947K | Hold |
7,329
| – | – | 0.24% | 85 |
|
|
2025
Q3 | $923K | Hold |
7,329
| – | – | 0.25% | 86 |
|
|
2025
Q2 | $823K | Sell |
7,329
-621
| -8% | -$61K | 0.24% | 87 |
|
|
2025
Q1 | $721K | Hold |
7,950
| – | – | 0.22% | 91 |
|
|
2024
Q4 | $812K | Hold |
7,950
| – | – | 0.24% | 88 |
|
|
2024
Q3 | $763K | Hold |
7,950
| – | – | 0.23% | 98 |
|
|
2024
Q2 | $750K | Hold |
7,950
| – | – | 0.25% | 90 |
|
|
2024
Q1 | $685K | Hold |
7,950
| – | – | 0.22% | 100 |
|
|
2023
Q4 | $594K | Hold |
7,950
| – | – | 0.2% | 108 |
|
|
2023
Q3 | $506K | Hold |
7,950
| – | – | 0.18% | 114 |
|
|
2023
Q2 | $521K | Hold |
7,950
| – | – | 0.17% | 123 |
|
|
2023
Q1 | $450K | Hold |
7,950
| – | – | 0.15% | 138 |
|
|
2022
Q4 | $371K | Hold |
7,950
| – | – | 0.13% | 152 |
|
|
2022
Q3 | $366K | Hold |
7,950
| – | – | 0.14% | 140 |
|
|
2022
Q2 | $390K | Hold |
7,950
| – | – | 0.14% | 141 |
|
|
2022
Q1 | $514K | Hold |
7,950
| – | – | 0.16% | 126 |
|
|
2021
Q4 | $581K | Hold |
7,950
| – | – | 0.19% | 109 |
|
|
2021
Q3 | $534K | Hold |
7,950
| – | – | 0.18% | 115 |
|
|
2021
Q2 | $535K | Hold |
7,950
| – | – | 0.17% | 120 |
|
|
2021
Q1 | $478K | Hold |
7,950
| – | – | 0.16% | 121 |
|
|
2020
Q4 | $463K | Hold |
7,950
| – | – | 0.17% | 118 |
|
|
2020
Q3 | $409K | Hold |
7,950
| – | – | 0.18% | 108 |
|
|
2020
Q2 | $369K | Hold |
7,950
| – | – | 0.16% | 108 |
|
|
2020
Q1 | $280K | Hold |
7,950
| – | – | 0.14% | 128 |
|
|
2019
Q4 | $320K | Hold |
7,950
| – | – | 0.11% | 141 |
|
|
2019
Q3 | $287K | Hold |
7,950
| – | – | 0.1% | 157 |
|
|
2019
Q2 | $285K | Hold |
7,950
| – | – | 0.1% | 155 |
|
|
2019
Q1 | $273K | Hold |
7,950
| – | – | 0.1% | 161 |
|
|
2018
Q4 | $227K | Hold |
7,950
| – | – | 0.09% | 167 |
|
|
2018
Q3 | $277K | Hold |
7,950
| – | – | 0.09% | 166 |
|
|
2018
Q2 | $255K | Sell |
7,950
-600
| -7% | -$18.9K | 0.09% | 180 |
|
|
2018
Q1 | $255K | Hold |
8,550
| – | – | 0.09% | 178 |
|
|
2017
Q4 | $240K | Hold |
8,550
| – | – | 0.09% | 189 |
|
|
2017
Q3 | $221K | Hold |
8,550
| – | – | 0.08% | 184 |
|
|
2017
Q2 | $206K | Buy |
+8,550
| New | +$205K | 0.08% | 194 |
|
Other funds holding IGM
SEIA
WealthTrust Axiom's IGM Position: Q2 2026 in Review
WealthTrust Axiom held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 7,000 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #86.
WealthTrust Axiom first reported a position in IGM in Q2 2017 and has held it in 37 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.
- WealthTrust Axiom held 7,000 shares of iShares Expanded Tech Sector ETF worth $1.15M as of Q2 2026.
- WealthTrust Axiom left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
- iShares Expanded Tech Sector ETF made up 0.26% of WealthTrust Axiom's portfolio in Q2 2026, its #86 holding.
- WealthTrust Axiom first reported a position in iShares Expanded Tech Sector ETF in Q2 2017 and has held it in 37 quarters since.
- 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.