HI
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Harbour Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harbour Investments’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 		$918K Sell
5,609
-155
-3% -$23.2K 0.01% 851
2026
Q1 		$683K Buy
5,764
+285
+5% +$35.9K 0.01% 911
2025
Q4 		$708K Buy
5,479
+59
+1% +$7.64K 0.01% 725
2025
Q3 		$683K Buy
5,420
+175
+3% +$20.6K 0.02% 699
2025
Q2 		$589K Buy
5,245
+227
+5% +$22.3K 0.01% 712
2025
Q1 		$455K Buy
5,018
+3,167
+171% +$320K 0.01% 745
2024
Q4 		$189K Buy
1,851
+145
+8% +$14.6K 0.01% 1082
2024
Q3 		$164K Buy
1,706
+344
+25% +$31.8K ﹤0.01% 1099
2024
Q2 		$128K Buy
1,362
+60
+5% +$5.25K ﹤0.01% 1126
2024
Q1 		$112K Sell
1,302
-66
-5% -$5.38K ﹤0.01% 1157
2023
Q4 		$102K Buy
1,368
+102
+8% +$6.97K ﹤0.01% 1127
2023
Q3 		$80.6K Buy
+1,266
New +$83.5K ﹤0.01% 1130
2022
Q4 		– Sell
-24
Closed -$1K – 3053
2022
Q3 		$1K Hold
24
– – ﹤0.01% 2592
2022
Q2 		$1K Buy
+24
New +$1.32K ﹤0.01% 2592
2021
Q4 		$1K Sell
18
-60
-77% -$4.31K ﹤0.01% 2517
2021
Q3 		$5K Hold
78
– – ﹤0.01% 2989
2021
Q2 		$5K Hold
78
– – ﹤0.01% 3053
2021
Q1 		$5K Buy
+78
New +$4.67K ﹤0.01% 2912

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harbour Investments's IGM Position: Q2 2026 in Review

Harbour Investments reduced its iShares Expanded Tech Sector ETF (IGM) stake by 2.7% in Q2 2026, selling an estimated $23.2K and leaving 5,609 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #851.

Harbour Investments first reported a position in IGM in Q1 2021 and has held it in 18 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Harbour Investments held 5,609 shares of iShares Expanded Tech Sector ETF worth $918K as of Q2 2026.
  • Harbour Investments sold 155 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #851 holding.
  • Harbour Investments first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 18 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.