Colonial Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Colonial Trust’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	$115K	Sell	700 -290	-29%	-$43.4K	0.01%	374
2026 Q1	$117K	Hold	990	–	–	0.02%	396
2025 Q4	$128K	Hold	990	–	–	0.02%	381
2025 Q3	$125K	Hold	990	–	–	0.02%	404
2025 Q2	$111K	Hold	990	–	–	0.02%	417
2025 Q1	$89.8K	Hold	990	–	–	0.01%	437
2024 Q4	$101K	Hold	990	–	–	0.02%	440
2024 Q3	$95K	Hold	990	–	–	0.01%	456
2024 Q2	$93.4K	Hold	990	–	–	0.02%	414
2024 Q1	$85.3K	Hold	990	–	–	0.02%	434
2023 Q4	$74K	Hold	990	–	–	0.02%	440
2023 Q3	$63.1K	Hold	990	–	–	0.02%	434
2023 Q2	$64.8K	Hold	990	–	–	0.02%	433
2023 Q1	$56K	Hold	990	–	–	0.01%	449
2022 Q4	$46.2K	Buy	+990	New	+$47.4K	0.01%	457

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

Colonial Trust's IGM Position: Q2 2026 in Review

Colonial Trust reduced its iShares Expanded Tech Sector ETF (IGM) stake by 29% in Q2 2026, selling an estimated $43.4K and leaving 700 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #374.

Colonial Trust first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. The position peaked at $128K in Q4 2025. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Colonial Trust held 700 shares of iShares Expanded Tech Sector ETF worth $115K as of Q2 2026.
Colonial Trust sold 290 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $43.4K.
iShares Expanded Tech Sector ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #374 holding.
Colonial Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's iShares Expanded Tech Sector ETF position peaked at $128K in Q4 2025.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.