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Harbour Trust & Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Harbour Trust & Investment Management’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 		$370K Hold
2,262
– – 0.04% 121
2026
Q1 		$268K Hold
2,262
– – 0.03% 135
2025
Q4 		$292K Hold
2,262
– – 0.03% 135
2025
Q3 		$285K Hold
2,262
– – 0.03% 135
2025
Q2 		$254K Hold
2,262
– – 0.03% 139
2025
Q1 		$205K Hold
2,262
– – 0.02% 150
2024
Q4 		$231K Sell
2,262
-96
-4% -$9.65K 0.03% 146
2024
Q3 		$226K Hold
2,358
– – 0.03% 148
2024
Q2 		$222K Sell
2,358
-120
-5% -$10.5K 0.03% 152
2024
Q1 		$214K Buy
+2,478
New +$202K 0.03% 159

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Harbour Trust & Investment Management's IGM Position: Q2 2026 in Review

Harbour Trust & Investment Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,262 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #121.

Harbour Trust & Investment Management first reported a position in IGM in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Harbour Trust & Investment Management held 2,262 shares of iShares Expanded Tech Sector ETF worth $370K as of Q2 2026.
  • Harbour Trust & Investment Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.04% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #121 holding.
  • Harbour Trust & Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.