Freestone Capital Holdings’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Freestone Capital Holdings’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	$865K	Buy	5,286 +360	+7%	+$53.9K	0.02%	284
2026 Q1	$584K	Hold	4,926	–	–	0.02%	321
2025 Q4	$636K	Hold	4,926	–	–	0.02%	300
2025 Q3	$620K	Hold	4,926	–	–	0.02%	304
2025 Q2	$553K	Hold	4,926	–	–	0.02%	279
2025 Q1	$447K	Hold	4,926	–	–	0.02%	297
2024 Q4	$503K	Sell	4,926 -50	-1%	-$5.03K	0.02%	286
2024 Q3	$477K	Hold	4,976	–	–	0.02%	295
2024 Q2	$469K	Buy	4,976 +50	+1%	+$4.38K	0.02%	307
2024 Q1	$425K	Hold	4,926	–	–	0.02%	322
2023 Q4	$368K	Sell	4,926 -546	-10%	-$37.3K	0.02%	300
2023 Q3	$349K	Hold	5,472	–	–	0.02%	283
2023 Q2	$358K	Hold	5,472	–	–	0.01%	291
2023 Q1	$309K	Hold	5,472	–	–	0.01%	292
2022 Q4	$255K	Buy	+5,472	New	+$262K	0.01%	308
2021 Q1	–	Sell	-600	Closed	-$35K	–	716
2020 Q4	$35K	Hold	600	–	–	﹤0.01%	635
2020 Q3	$30.9K	Buy	+600	New	+$30.3K	﹤0.01%	567

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

Freestone Capital Holdings's IGM Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares Expanded Tech Sector ETF (IGM) stake by 7.3% in Q2 2026, buying an estimated $53.9K and bringing the position to 5,286 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #284.

Freestone Capital Holdings first reported a position in IGM in Q3 2020 and has held it in 17 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Freestone Capital Holdings held 5,286 shares of iShares Expanded Tech Sector ETF worth $865K as of Q2 2026.
Freestone Capital Holdings bought 360 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $53.9K.
iShares Expanded Tech Sector ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #284 holding.
Freestone Capital Holdings first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 17 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.