Bartlett & Co Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bartlett & Co Wealth 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	$177K	Hold	1,083	–	–	﹤0.01%	509
2026 Q1	$157K	Buy	1,083 +38	+4%	+$4.78K	﹤0.01%	492
2025 Q4	$135K	Hold	1,045	–	–	﹤0.01%	506
2025 Q3	$132K	Hold	1,045	–	–	﹤0.01%	508
2025 Q2	$117K	Buy	1,045 +571	+120%	+$56.1K	﹤0.01%	517
2025 Q1	$43K	Buy	474 +24	+5%	+$2.42K	﹤0.01%	678
2024 Q4	$45.9K	Hold	450	–	–	﹤0.01%	668
2024 Q3	$43.2K	Hold	450	–	–	﹤0.01%	681
2024 Q2	$42.4K	Hold	450	–	–	﹤0.01%	686
2024 Q1	$38.8K	Hold	450	–	–	﹤0.01%	702
2023 Q4	$33.8K	Hold	450	–	–	﹤0.01%	770
2023 Q3	$28.7K	Hold	450	–	–	﹤0.01%	746
2023 Q2	$29.5K	Hold	450	–	–	﹤0.01%	750
2023 Q1	$25.4K	Hold	450	–	–	﹤0.01%	671
2022 Q4	$21K	Hold	450	–	–	﹤0.01%	715
2022 Q3	$20.7K	Hold	450	–	–	﹤0.01%	696
2022 Q2	$22.1K	Hold	450	–	–	﹤0.01%	714
2022 Q1	$29.1K	Buy	+450	New	+$29K	﹤0.01%	674
2021 Q4	–	Sell	-450	Closed	-$30.3K	–	626
2021 Q3	$30.3K	Hold	450	–	–	﹤0.01%	577
2021 Q2	$30.3K	Hold	450	–	–	﹤0.01%	583
2021 Q1	$27.1K	Hold	450	–	–	﹤0.01%	634
2020 Q4	$26.2K	Hold	450	–	–	﹤0.01%	631
2020 Q3	$23.2K	Hold	450	–	–	﹤0.01%	599
2020 Q2	$20.9K	Hold	450	–	–	﹤0.01%	606
2020 Q1	$15.9K	Hold	450	–	–	﹤0.01%	607
2019 Q4	$18.2K	Buy	+450	New	+$17.1K	﹤0.01%	666

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

Bartlett & Co Wealth Management's IGM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 1,083 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Bartlett & Co Wealth Management first reported a position in IGM in Q4 2019 and has held it in 26 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bartlett & Co Wealth Management held 1,083 shares of iShares Expanded Tech Sector ETF worth $177K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #509 holding.
Bartlett & Co Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 26 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.