Boston Family Office’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Boston Family Office’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	$1.97M	Hold	12,059	–	–	0.12%	130
2026 Q1	$1.43M	Hold	12,059	–	–	0.1%	150
2025 Q4	$1.56M	Buy	12,059 +155	+1%	+$20.1K	0.1%	140
2025 Q3	$1.5M	Hold	11,904	–	–	0.1%	142
2025 Q2	$1.34M	Hold	11,904	–	–	0.09%	143
2025 Q1	$1.08M	Hold	11,904	–	–	0.08%	155
2024 Q4	$1.22M	Hold	11,904	–	–	0.08%	142
2024 Q3	$1.14M	Hold	11,904	–	–	0.08%	145
2024 Q2	$1.12M	Sell	11,904 -342	-3%	-$29.9K	0.08%	142
2024 Q1	$1.05M	Hold	12,246	–	–	0.08%	148
2023 Q4	$915K	Sell	12,246 -330	-3%	-$22.6K	0.07%	156
2023 Q3	$801K	Sell	12,576 -2,112	-14%	-$139K	0.07%	159
2023 Q2	$962K	Sell	14,688 -2,976	-17%	-$177K	0.07%	153
2023 Q1	$998K	Sell	17,664 -7,176	-29%	-$374K	0.08%	150
2022 Q4	$1.16M	Buy	24,840 +12,840	+107%	+$615K	0.1%	143
2022 Q3	$552K	Hold	12,000	–	–	0.05%	183
2022 Q2	$589K	Hold	12,000	–	–	0.05%	183
2022 Q1	$777K	Hold	12,000	–	–	0.06%	170
2021 Q4	$878K	Hold	12,000	–	–	0.06%	169
2021 Q3	$807K	Hold	12,000	–	–	0.06%	168
2021 Q2	$808K	Hold	12,000	–	–	0.06%	170
2021 Q1	$721K	Hold	12,000	–	–	0.05%	178
2020 Q4	$700K	Hold	12,000	–	–	0.05%	175
2020 Q3	$618K	Hold	12,000	–	–	0.06%	174
2020 Q2	$558K	Hold	12,000	–	–	0.05%	176
2020 Q1	$424K	Hold	12,000	–	–	0.05%	181
2019 Q4	$484K	Hold	12,000	–	–	0.05%	189
2019 Q3	$434K	Hold	12,000	–	–	0.05%	197
2019 Q2	$431K	Hold	12,000	–	–	0.04%	201
2019 Q1	$412K	Hold	12,000	–	–	0.04%	205
2018 Q4	$343K	Hold	12,000	–	–	0.04%	211
2018 Q3	$419K	Hold	12,000	–	–	0.04%	215
2018 Q2	$386K	Hold	12,000	–	–	0.04%	215
2018 Q1	$359K	Hold	12,000	–	–	0.04%	214
2017 Q4	$338K	Hold	12,000	–	–	0.04%	223
2017 Q3	$311K	Hold	12,000	–	–	0.04%	228
2017 Q2	$289K	Hold	12,000	–	–	0.03%	227
2017 Q1	$277K	Hold	12,000	–	–	0.03%	225
2016 Q4	$248K	Hold	12,000	–	–	0.03%	227
2016 Q3	$247K	Hold	12,000	–	–	0.03%	230
2016 Q2	$220K	Hold	12,000	–	–	0.03%	238
2016 Q1	$221K	Hold	12,000	–	–	0.03%	228
2015 Q4	$221K	Hold	12,000	–	–	0.03%	225
2015 Q3	$201K	Hold	12,000	–	–	0.03%	229
2015 Q2	$207K	Hold	12,000	–	–	0.03%	250
2015 Q1	$206K	Hold	12,000	–	–	0.03%	254
2014 Q4	$204K	Buy	+12,000	New	+$198K	0.03%	255

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

Boston Family Office's IGM Position: Q2 2026 in Review

Boston Family Office held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 12,059 shares worth $1.97M. The position accounts for 0.12% of the portfolio, ranked #130.

Boston Family Office first reported a position in IGM in Q4 2014 and has held it in 47 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Boston Family Office held 12,059 shares of iShares Expanded Tech Sector ETF worth $1.97M as of Q2 2026.
Boston Family Office left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.12% of Boston Family Office's portfolio in Q2 2026, its #130 holding.
Boston Family Office first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 47 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.