Appleton Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Appleton Partners’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	$233K	Buy	+1,425	New	+$213K	0.01%	266
2022 Q1	–	Sell	-3,792	Closed	-$277K	–	306
2021 Q4	$277K	Sell	3,792 -30	-0.8%	-$2.16K	0.02%	271
2021 Q3	$257K	Sell	3,822 -90	-2%	-$6.26K	0.02%	263
2021 Q2	$263K	Sell	3,912 -690	-15%	-$43.9K	0.02%	263
2021 Q1	$277K	Sell	4,602 -180	-4%	-$10.8K	0.03%	249
2020 Q4	$279K	Hold	4,782	–	–	0.03%	237
2020 Q3	$246K	Hold	4,782	–	–	0.03%	246
2020 Q2	$222K	Buy	+4,782	New	+$201K	0.03%	240

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

Appleton Partners's IGM Position: Q2 2026 in Review

Appleton Partners opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,425 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Appleton Partners previously reported a position in IGM as recently as Q4 2021.

Appleton Partners first reported a position in IGM in Q2 2020 and has held it in 8 quarters since. The position peaked at $279K in Q4 2020. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Appleton Partners held 1,425 shares of iShares Expanded Tech Sector ETF worth $233K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Appleton Partners position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #266 holding.
Appleton Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 8 quarters since.
Appleton Partners's iShares Expanded Tech Sector ETF position peaked at $279K in Q4 2020.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.