Clifford Swan Investment Counsel’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Clifford Swan Investment Counsel’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	$2.21M	Hold	13,500	–	–	0.07%	152
2026 Q1	$1.6M	Hold	13,500	–	–	0.05%	156
2025 Q4	$1.74M	Hold	13,500	–	–	0.06%	157
2025 Q3	$1.7M	Hold	13,500	–	–	0.06%	154
2025 Q2	$1.52M	Sell	13,500 -1,500	-10%	-$147K	0.05%	158
2025 Q1	$1.36M	Hold	15,000	–	–	0.05%	159
2024 Q4	$1.53M	Hold	15,000	–	–	0.06%	155
2024 Q3	$1.44M	Hold	15,000	–	–	0.05%	159
2024 Q2	$1.41M	Hold	15,000	–	–	0.05%	155
2024 Q1	$1.29M	Hold	15,000	–	–	0.05%	161
2023 Q4	$1.12M	Hold	15,000	–	–	0.04%	166
2023 Q3	$955K	Hold	15,000	–	–	0.04%	172
2023 Q2	$982K	Sell	15,000 -2,100	-12%	-$125K	0.04%	173
2023 Q1	$967K	Hold	17,100	–	–	0.04%	171
2022 Q4	$798K	Hold	17,100	–	–	0.03%	179
2022 Q3	$788K	Hold	17,100	–	–	0.04%	180
2022 Q2	$839K	Hold	17,100	–	–	0.04%	183
2022 Q1	$1.11M	Hold	17,100	–	–	0.04%	176
2021 Q4	$1.25M	Hold	17,100	–	–	0.04%	173
2021 Q3	$1.23M	Hold	17,100	–	–	0.04%	175
2021 Q2	$1.19M	Hold	17,100	–	–	0.05%	169
2021 Q1	$1.03M	Hold	17,100	–	–	0.04%	174
2020 Q4	$997K	Hold	17,100	–	–	0.04%	173
2020 Q3	$881K	Hold	17,100	–	–	0.04%	175
2020 Q2	$796K	Hold	17,100	–	–	0.04%	179
2020 Q1	$604K	Hold	17,100	–	–	0.04%	184
2019 Q4	$690K	Hold	17,100	–	–	0.03%	193
2019 Q3	$619K	Hold	17,100	–	–	0.03%	188
2019 Q2	$615K	Hold	17,100	–	–	0.03%	190
2019 Q1	$588K	Hold	17,100	–	–	0.03%	193
2018 Q4	$489K	Hold	17,100	–	–	0.03%	203
2018 Q3	$597K	Hold	17,100	–	–	0.03%	194
2018 Q2	$550K	Hold	17,100	–	–	0.03%	199
2018 Q1	$511K	Hold	17,100	–	–	0.03%	205
2017 Q4	$481K	Hold	17,100	–	–	0.03%	211
2017 Q3	$443K	Hold	17,100	–	–	0.03%	218
2017 Q2	$412K	Hold	17,100	–	–	0.03%	232
2017 Q1	$395K	Hold	17,100	–	–	0.03%	224
2016 Q4	$353K	Hold	17,100	–	–	0.02%	220
2016 Q3	$352K	Hold	17,100	–	–	0.02%	224
2016 Q2	$313K	Hold	17,100	–	–	0.02%	218
2016 Q1	$315K	Hold	17,100	–	–	0.02%	225
2015 Q4	$315K	Hold	17,100	–	–	0.02%	227
2015 Q3	$286K	Hold	17,100	–	–	0.02%	222
2015 Q2	$295K	Hold	17,100	–	–	0.02%	222
2015 Q1	$294K	Hold	17,100	–	–	0.02%	224
2014 Q4	$290K	Hold	17,100	–	–	0.02%	223
2014 Q3	$279K	Hold	17,100	–	–	0.02%	220
2014 Q2	$271K	Hold	17,100	–	–	0.02%	225
2014 Q1	$259K	Sell	17,100 -2,400	-12%	-$36.1K	0.02%	226
2013 Q4	$291K	Hold	19,500	–	–	0.02%	204
2013 Q3	$259K	Hold	19,500	–	–	0.02%	202
2013 Q2	$242K	Buy	+19,500	New	+$241K	0.02%	201

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

Clifford Swan Investment Counsel's IGM Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 13,500 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #152.

Clifford Swan Investment Counsel first reported a position in IGM in Q2 2013 and has held it in 53 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Clifford Swan Investment Counsel held 13,500 shares of iShares Expanded Tech Sector ETF worth $2.21M as of Q2 2026.
Clifford Swan Investment Counsel left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.07% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #152 holding.
Clifford Swan Investment Counsel first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 53 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.