Citizens National Bank Trust Department’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Citizens National Bank Trust Department’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	$1.16M	Buy	7,094 +384	+6%	+$57.5K	0.17%	109
2026 Q1	$795K	Sell	6,710 -353	-5%	-$44.4K	0.13%	123
2025 Q4	$912K	Sell	7,063 -59	-0.8%	-$7.64K	0.16%	114
2025 Q3	$897K	Sell	7,122 -858	-11%	-$101K	0.16%	113
2025 Q2	$896K	Sell	7,980 -68	-0.8%	-$6.68K	0.18%	109
2025 Q1	$730K	Buy	8,048 +311	+4%	+$31.4K	0.16%	110
2024 Q4	$790K	Buy	7,737 +626	+9%	+$62.9K	0.17%	110
2024 Q3	$682K	Buy	7,111 +847	+14%	+$78.3K	0.14%	110
2024 Q2	$591K	Buy	6,264 +1,607	+35%	+$141K	0.13%	111
2024 Q1	$401K	Buy	4,657 +2,743	+143%	+$223K	0.09%	137
2023 Q4	$143K	Hold	1,914	–	–	0.04%	166
2023 Q3	$122K	Hold	1,914	–	–	0.03%	170
2023 Q2	$125K	Sell	1,914 -960	-33%	-$57.1K	0.03%	167
2023 Q1	$163K	Hold	2,874	–	–	0.05%	153
2022 Q4	$134K	Hold	2,874	–	–	0.04%	160
2022 Q3	$132K	Sell	2,874 -330	-10%	-$17.4K	0.04%	155
2022 Q2	$157K	Sell	3,204 -336	-9%	-$18.4K	0.05%	153
2022 Q1	$196K	Hold	3,540	–	–	0.08%	135
2021 Q4	$259K	Sell	3,540 -24	-0.7%	-$1.73K	0.1%	125
2021 Q3	$239K	Buy	+3,564	New	+$248K	0.07%	134

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

Citizens National Bank Trust Department's IGM Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.7% in Q2 2026, buying an estimated $57.5K and bringing the position to 7,094 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #109.

Citizens National Bank Trust Department first reported a position in IGM in Q3 2021 and has held it in 20 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Citizens National Bank Trust Department held 7,094 shares of iShares Expanded Tech Sector ETF worth $1.16M as of Q2 2026.
Citizens National Bank Trust Department bought 384 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $57.5K.
iShares Expanded Tech Sector ETF made up 0.17% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #109 holding.
Citizens National Bank Trust Department first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 20 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.