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Harbor Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-72
Closed -$9.3K – 1292
2025
Q4 		$9.3K Sell
72
-85
-54% -$11K ﹤0.01% 952
2025
Q3 		$19.8K Buy
+157
New +$18.5K ﹤0.01% 794
2022
Q4 		– Sell
-294
Closed -$14K – 1362
2022
Q3 		$14K Buy
294
+84
+40% +$4.43K ﹤0.01% 979
2022
Q2 		$10K Buy
+210
New +$11.5K ﹤0.01% 1033

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbor Investment Advisory's IGM Position: Q1 2026 in Review

Harbor Investment Advisory sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 72 shares — an estimated $9.3K sold.

Harbor Investment Advisory first reported a position in IGM in Q2 2022 and held it in 4 quarters. The position peaked at $19.8K in Q3 2025. 507 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Harbor Investment Advisory reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 72 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $9.3K.
  • Harbor Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and held it in 4 quarters.
  • Harbor Investment Advisory's iShares Expanded Tech Sector ETF position peaked at $19.8K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.