Bawa N Mallick Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bawa N Mallick Trust’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	$1.47M	Hold	9,000	–	–	0.48%	40
2026 Q1	$1.07M	Hold	9,000	–	–	0.44%	38
2025 Q4	$1.16M	Hold	9,000	–	–	0.43%	39
2025 Q3	$1.13M	Hold	9,000	–	–	0.43%	39
2025 Q2	$1.01M	Hold	9,000	–	–	0.42%	40
2025 Q1	$816K	Hold	9,000	–	–	0.39%	41
2024 Q4	$919K	Buy	+9,000	New	+$905K	0.4%	39

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

Bawa N Mallick Trust's IGM Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 9,000 shares worth $1.47M. The position accounts for 0.48% of the portfolio, ranked #40.

Bawa N Mallick Trust first reported a position in IGM in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bawa N Mallick Trust held 9,000 shares of iShares Expanded Tech Sector ETF worth $1.47M as of Q2 2026.
Bawa N Mallick Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.48% of Bawa N Mallick Trust's portfolio in Q2 2026, its #40 holding.
Bawa N Mallick Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 7 quarters since.
555 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.