Bollard Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bollard Group’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	$966K	Sell	5,903 -508	-8%	-$76.1K	0.03%	109
2026 Q1	$760K	Buy	6,411 +1	+0%	+$126	0.02%	119
2025 Q4	$828K	Buy	6,410 +2	+0%	+$259	0.02%	115
2025 Q3	$807K	Buy	6,408 +2	+0%	+$236	0.02%	116
2025 Q2	$720K	Buy	6,406 +511	+9%	+$50.2K	0.02%	135
2025 Q1	$535K	Buy	5,895 +2	+0%	+$202	0.01%	132
2024 Q4	$602K	Sell	5,893 -507	-8%	-$51K	0.02%	126
2024 Q3	$614K	Buy	6,400 +5	+0.1%	+$462	0.02%	137
2024 Q2	$603K	Buy	6,395 +2	+0%	+$175	0.02%	127
2024 Q1	$551K	Buy	6,393 +3	+0%	+$244	0.02%	135
2023 Q4	$477K	Buy	6,390 +12	+0.2%	+$820	0.02%	132
2023 Q3	$406K	Hold	6,378	–	–	0.01%	134
2023 Q2	$418K	Hold	6,378	–	–	0.01%	140
2023 Q1	$361K	Buy	6,378 +6	+0.1%	+$313	0.01%	141
2022 Q4	$297K	Buy	6,372 +12	+0.2%	+$575	0.01%	144
2022 Q3	$293K	Sell	6,360 -1,248	-16%	-$65.8K	0.01%	147
2022 Q2	$373K	Buy	7,608 +6	+0.1%	+$329	0.02%	147
2022 Q1	$493K	Hold	7,602	–	–	0.02%	173
2021 Q4	$556K	Hold	7,602	–	–	0.02%	168
2021 Q3	$511K	Hold	7,602	–	–	0.02%	168
2021 Q2	$512K	Hold	7,602	–	–	0.02%	160
2021 Q1	$457K	Buy	7,602 +6	+0.1%	+$359	0.02%	162
2020 Q4	$443K	Sell	7,596 -1,254	-14%	-$68.7K	0.02%	155
2020 Q3	$456K	Buy	8,850 +6	+0.1%	+$303	0.02%	149
2020 Q2	$411K	Buy	8,844 +6	+0.1%	+$252	0.02%	147
2020 Q1	$312K	Buy	8,838 +6	+0.1%	+$240	0.01%	135
2019 Q4	$357K	Buy	8,832 +12	+0.1%	+$457	0.01%	142
2019 Q3	$319K	Buy	8,820 +6	+0.1%	+$219	0.01%	144
2019 Q2	$317K	Buy	8,814 +18	+0.2%	+$636	0.01%	160
2019 Q1	$302K	Buy	8,796 +12	+0.1%	+$385	0.01%	161
2018 Q4	$251K	Buy	8,784 +18	+0.2%	+$557	0.01%	159
2018 Q3	$306K	Buy	8,766 +18	+0.2%	+$611	0.01%	158
2018 Q2	$281K	Hold	8,748	–	–	0.01%	161
2018 Q1	$262K	Buy	8,748 +6	+0.1%	+$182	0.01%	165
2017 Q4	$246K	Buy	8,742 +12	+0.1%	+$332	0.01%	160
2017 Q3	$226K	Buy	8,730 +18	+0.2%	+$455	0.01%	171
2017 Q2	$210K	Buy	8,712 +12	+0.1%	+$288	0.01%	178
2017 Q1	$201K	Buy	8,700 +18	+0.2%	+$400	0.01%	180
2016 Q4	$179K	Buy	8,682 +18	+0.2%	+$370	0.01%	187
2016 Q3	$179K	Buy	8,664 +6,954	+407%	+$138K	0.01%	181
2016 Q2	$31K	Buy	1,710 +6	+0.4%	+$110	﹤0.01%	219
2016 Q1	$31K	Hold	1,704	–	–	﹤0.01%	223
2015 Q4	$31K	Buy	1,704 +12	+0.7%	+$221	﹤0.01%	225
2015 Q3	$28K	Hold	1,692	–	–	﹤0.01%	243
2015 Q2	$29K	Hold	1,692	–	–	﹤0.01%	236
2015 Q1	$29K	Buy	1,692 +6	+0.4%	+$103	﹤0.01%	237
2014 Q4	$29K	Hold	1,686	–	–	﹤0.01%	235
2014 Q3	$27K	Buy	+1,686	New	+$27.4K	﹤0.01%	247

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

Bollard Group's IGM Position: Q2 2026 in Review

Bollard Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 7.9% in Q2 2026, selling an estimated $76.1K and leaving 5,903 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #109.

Bollard Group first reported a position in IGM in Q3 2014 and has held it in 48 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Bollard Group held 5,903 shares of iShares Expanded Tech Sector ETF worth $966K as of Q2 2026.
Bollard Group sold 508 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $76.1K.
iShares Expanded Tech Sector ETF made up 0.03% of Bollard Group's portfolio in Q2 2026, its #109 holding.
Bollard Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 48 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.