IGM - ETF AI Analysis

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iShares Expanded Tech Sector ETF (IGM)

Rating:75Outperform

Price Target:―

IGM, the iShares Expanded Tech Sector ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Alphabet (both GOOGL and GOOG), Microsoft, and Apple, which all show strong financial performance, growth in AI and cloud or services, and generally positive long-term outlooks. These strengths are partly offset by risks such as high valuations and some bearish or mixed technical signals in holdings like Nvidia and Netflix, as well as the fund’s concentrated exposure to the technology sector, which can make it more sensitive to tech downturns.

Positive Factors

Large, Established Tech Leaders

The ETF’s biggest positions are in well-known, financially strong technology companies, which can provide a solid core for long-term investors.

Broad Tech and Communication Exposure

Holdings spread across technology and communication services give investors access to many parts of the digital economy rather than just one niche.

Significant Fund Size

The ETF manages a large pool of assets, which can help with trading liquidity and reduce the risk of the fund being closed.

Negative Factors

Recent Weak Performance

The fund has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.

Heavy Concentration in a Few Stocks

A small number of large tech names make up a big share of the portfolio, increasing the impact if any of these companies struggle.

High U.S. and Tech Focus

Almost all holdings are U.S. companies in technology-related sectors, offering little geographic or sector diversification if U.S. tech stocks fall out of favor.

IGM vs. SPDR S&P 500 ETF (SPY)

AUM8.43B

RegionNorth America

Expense Ratio0.39%

Beta1.45

IssueriShares

Inception DateMar 13, 2001

Dividend Yield0.17%

Asset ClassEquity

Index TrackedS&P North American Expanded Technology Sector Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume699,151

30 Day Avg. Volume803,873

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

165.47

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering289

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IGM Summary

IGM is the iShares Expanded Tech Sector ETF, which follows the S&P North American Expanded Technology Sector Index. It mainly holds large U.S. technology and internet companies, along with a small slice of communication services. Well-known holdings include Microsoft and Apple, plus other major chip and software makers. Someone might invest in IGM if they want long-term growth and broad exposure to leading tech businesses in a single fund. The main risk is that it is heavily concentrated in technology, so its price can rise or fall sharply with swings in the tech sector.

How much will it cost me?The iShares Expanded Tech Sector ETF (IGM) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which often requires more active management compared to broad-market index funds.

What would affect this ETF?The iShares Expanded Tech Sector ETF (IGM) could benefit from continued innovation and growth in the technology sector, driven by advancements in artificial intelligence, cloud computing, and semiconductor development, particularly from top holdings like Apple, Microsoft, and Nvidia. However, it may face challenges from rising interest rates, which can negatively impact tech valuations, and regulatory scrutiny targeting major tech companies in North America. Global economic uncertainty could also influence the performance of its heavily concentrated tech and communication services exposure.

IGM Top 10 Holdings

IGM is essentially a North American tech story, with a heavy tilt toward mega-cap platforms and chipmakers. Lately, the real spark has come from Micron and AMD, where AI-fueled chip demand is giving the fund a lift. Alphabet’s twin share classes are also quietly pulling their weight, keeping returns steadier on the communication-services side. On the flip side, Microsoft, Apple, and Meta have been losing steam, and even Nvidia and Broadcom look more mixed, so a handful of giant names are both powering and restraining the ETF at the same time.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	9.19%	$783.26M	$4.62T	43.10%	76 Outperform
AAPL	Apple	8.79%	$749.52M	$4.03T	18.06%	79 Outperform
MSFT	Microsoft	7.73%	$659.32M	$3.07T	0.52%	79 Outperform
AVGO	Broadcom	7.38%	$629.39M	$1.63T	46.33%	76 Outperform
GOOGL	Alphabet Class A	4.95%	$421.71M	$3.92T	75.00%	85 Outperform
META	Meta Platforms	4.89%	$416.99M	$1.71T	-5.92%	76 Outperform
GOOG	Alphabet Class C	3.95%	$337.10M	$3.92T	73.41%	82 Outperform
MU	Micron	2.61%	$222.94M	$431.63B	307.63%	79 Outperform
NFLX	Netflix	2.17%	$185.37M	$343.98B	-19.18%	73 Outperform
AMD	Advanced Micro Devices	2.17%	$185.02M	$352.17B	94.42%	73 Outperform

IGM Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

129.91

Negative

100DMA

129.08

Negative

200DMA

119.50

Positive

Market Momentum

MACD

-1.14

Positive

RSI

48.01

Neutral

STOCH

32.76

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 129.11, equal to the 50-day MA of 129.91, and equal to the 200-day MA of 119.50, indicating a neutral trend. The MACD of -1.14 indicates Positive momentum. The RSI at 48.01 is Neutral, neither overbought nor oversold. The STOCH value of 32.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IGM.

IGM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IGM	―	―	$8.43B	0.39%	―
IGV	―	―	$7.14B	0.39%	―
EMLP	―	―	$3.63B	0.96%	―
IGE	―	―	$885.86M	0.39%	―
NANR	―	―	$859.19M	0.35%	―
UMI	―	―	$441.43M	0.69%	―

Performance Comparison

IGM

iShares Expanded Tech Sector ETF

127.86

20.27

18.84%

IGV

iShares Expanded Tech-Software Sector ETF

―

EMLP

First Trust North American Energy Infrastructure Fund

―

IGE

iShares North American Natural Resources ETF

―

NANR

SPDR S&P North American Natural Resources ETF

―

UMI

USCF Midstream Energy Income Fund ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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