Beaton Management Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Beaton Management Company’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	$810K	Hold	4,950	–	–	0.33%	75
2026 Q1	$587K	Buy	4,950 +100	+2%	+$12.6K	0.26%	81
2025 Q4	$626K	Buy	4,850 +200	+4%	+$25.9K	0.28%	81
2025 Q3	$586K	Hold	4,650	–	–	0.27%	84
2025 Q2	$522K	Hold	4,650	–	–	0.26%	85
2025 Q1	$422K	Hold	4,650	–	–	0.22%	96
2024 Q4	$475K	Hold	4,650	–	–	0.24%	92
2024 Q3	$446K	Hold	4,650	–	–	0.23%	96
2024 Q2	$439K	Buy	4,650 +450	+11%	+$39.4K	0.24%	93
2024 Q1	$362K	Hold	4,200	–	–	0.2%	103
2023 Q4	$314K	Hold	4,200	–	–	0.19%	107
2023 Q3	$268K	Hold	4,200	–	–	0.17%	112
2023 Q2	$275K	Hold	4,200	–	–	0.17%	112
2023 Q1	$238K	Buy	+4,200	New	+$219K	0.16%	116
2022 Q3	–	Sell	-4,200	Closed	-$206K	–	129
2022 Q2	$206K	Hold	4,200	–	–	0.15%	125
2022 Q1	$272K	Hold	4,200	–	–	0.17%	117
2021 Q4	$307K	Hold	4,200	–	–	0.18%	110
2021 Q3	$283K	Hold	4,200	–	–	0.19%	114
2021 Q2	$283K	Hold	4,200	–	–	0.18%	119
2021 Q1	$253K	Hold	4,200	–	–	0.17%	120
2020 Q4	$245K	Hold	4,200	–	–	0.18%	116
2020 Q3	$216K	Buy	+4,200	New	+$212K	0.18%	112

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

Beaton Management Company's IGM Position: Q2 2026 in Review

Beaton Management Company held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 4,950 shares worth $810K. The position accounts for 0.33% of the portfolio, ranked #75.

Beaton Management Company first reported a position in IGM in Q3 2020 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Beaton Management Company held 4,950 shares of iShares Expanded Tech Sector ETF worth $810K as of Q2 2026.
Beaton Management Company left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.33% of Beaton Management Company's portfolio in Q2 2026, its #75 holding.
Beaton Management Company first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 22 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.