HM Payson & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

HM Payson & Co’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	$106K	Hold	650	–	–	﹤0.01%	555
2026 Q1	$77K	Hold	650	–	–	﹤0.01%	606
2025 Q4	$84K	Hold	650	–	–	﹤0.01%	599
2025 Q3	$81.9K	Hold	650	–	–	﹤0.01%	598
2025 Q2	$73K	Hold	650	–	–	﹤0.01%	593
2025 Q1	$58.9K	Hold	650	–	–	﹤0.01%	622
2024 Q4	$66.4K	Sell	650 -244	-27%	-$24.5K	﹤0.01%	596
2024 Q3	$85.8K	Hold	894	–	–	﹤0.01%	544
2024 Q2	$84.3K	Sell	894 -150	-14%	-$13.1K	﹤0.01%	526
2024 Q1	$90K	Buy	1,044 +300	+40%	+$24.4K	﹤0.01%	519
2023 Q4	$55.6K	Hold	744	–	–	﹤0.01%	577
2023 Q3	$47.4K	Buy	+744	New	+$49.1K	﹤0.01%	584
2022 Q3	–	Sell	-384	Closed	-$19K	–	1036
2022 Q2	$19K	Buy	+384	New	+$21.1K	﹤0.01%	728

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

HM Payson & Co's IGM Position: Q2 2026 in Review

HM Payson & Co held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 650 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

HM Payson & Co first reported a position in IGM in Q2 2022 and has held it in 13 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

HM Payson & Co held 650 shares of iShares Expanded Tech Sector ETF worth $106K as of Q2 2026.
HM Payson & Co left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #555 holding.
HM Payson & Co first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 13 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.