Clear Harbor Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Clear Harbor Asset Management’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	$338K	Hold	2,064	–	–	0.02%	358
2026 Q1	$245K	Hold	2,064	–	–	0.02%	391
2025 Q4	$267K	Hold	2,064	–	–	0.02%	376
2025 Q3	$260K	Hold	2,064	–	–	0.02%	369
2025 Q2	$232K	Buy	+2,064	New	+$203K	0.02%	365
2025 Q1	–	Sell	-2,064	Closed	-$211K	–	427
2024 Q4	$211K	Buy	+2,064	New	+$207K	0.02%	348

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

Clear Harbor Asset Management's IGM Position: Q2 2026 in Review

Clear Harbor Asset Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,064 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #358.

Clear Harbor Asset Management first reported a position in IGM in Q4 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Clear Harbor Asset Management held 2,064 shares of iShares Expanded Tech Sector ETF worth $338K as of Q2 2026.
Clear Harbor Asset Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #358 holding.
Clear Harbor Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.