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

Diversified 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	$597K	Hold	3,648	–	–	0.01%	702
2026 Q1	$432K	Hold	3,648	–	–	0.01%	735
2025 Q4	$471K	Hold	3,648	–	–	0.01%	679
2025 Q3	$459K	Hold	3,648	–	–	0.01%	665
2025 Q2	$410K	Hold	3,648	–	–	0.01%	657
2025 Q1	$331K	Buy	+3,648	New	+$368K	0.01%	707

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

Diversified Trust's IGM Position: Q2 2026 in Review

Diversified Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,648 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #702.

Diversified Trust first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Diversified Trust held 3,648 shares of iShares Expanded Tech Sector ETF worth $597K as of Q2 2026.
Diversified Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #702 holding.
Diversified Trust first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.