Meridian Investment Counsel’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Meridian Investment Counsel’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	$5.77M	Hold	35,257	–	–	1.24%	14
2026 Q1	$4.18M	Sell	35,257 -300	-0.8%	-$37.7K	1%	22
2025 Q4	$4.59M	Sell	35,557 -638	-2%	-$82.6K	1.11%	20
2025 Q3	$4.56M	Sell	36,195 -600	-2%	-$70.8K	1.13%	20
2025 Q2	$4.13M	Hold	36,795	–	–	1.12%	20
2025 Q1	$3.34M	Sell	36,795 -435	-1%	-$43.9K	0.98%	26
2024 Q4	$3.8M	Sell	37,230 -1,950	-5%	-$196K	1.13%	22
2024 Q3	$3.76M	Sell	39,180 -800	-2%	-$73.9K	1.14%	20
2024 Q2	$3.77M	Hold	39,980	–	–	1.19%	18
2024 Q1	$3.45M	Sell	39,980 -1,018	-2%	-$82.9K	1.15%	19
2023 Q4	$3.06M	Hold	40,998	–	–	1.05%	23
2023 Q3	$2.61M	Sell	40,998 -60	-0.1%	-$3.96K	0.98%	28
2023 Q2	$2.69M	Sell	41,058 -684	-2%	-$40.7K	0.96%	26
2023 Q1	$2.36M	Hold	41,742	–	–	0.9%	32
2022 Q4	$1.95M	Hold	41,742	–	–	0.78%	37
2022 Q3	$1.92M	Buy	41,742 +648	+2%	+$34.1K	0.86%	33
2022 Q2	$2.02M	Hold	41,094	–	–	0.83%	32
2022 Q1	$2.66M	Hold	41,094	–	–	0.93%	27
2021 Q4	$3.01M	Sell	41,094 -300	-0.7%	-$21.6K	1%	24
2021 Q3	$2.79M	Hold	41,394	–	–	1.01%	27
2021 Q2	$2.79M	Hold	41,394	–	–	0.98%	28
2021 Q1	$2.49M	Sell	41,394 -450	-1%	-$26.9K	0.96%	29
2020 Q4	$2.44M	Hold	41,844	–	–	1.03%	26
2020 Q3	$2.15M	Hold	41,844	–	–	1.04%	25
2020 Q2	$1.95M	Hold	41,844	–	–	0.99%	28
2020 Q1	$1.48M	Sell	41,844 -450	-1%	-$18K	0.96%	35
2019 Q4	$1.71M	Sell	42,294 -6	-0%	-$229	0.84%	37
2019 Q3	$1.53M	Hold	42,300	–	–	0.83%	37
2019 Q2	$1.52M	Hold	42,300	–	–	0.84%	37
2019 Q1	$1.45M	Hold	42,300	–	–	0.85%	38
2018 Q4	$1.21M	Hold	42,300	–	–	0.79%	42
2018 Q3	$1.48M	Sell	42,300 -300	-0.7%	-$10.2K	0.81%	39
2018 Q2	$1.37M	Hold	42,600	–	–	0.77%	42
2018 Q1	$1.27M	Hold	42,600	–	–	0.72%	46
2017 Q4	$1.2M	Hold	42,600	–	–	0.65%	49
2017 Q3	$1.1M	Sell	42,600 -3,000	-7%	-$75.8K	0.64%	49
2017 Q2	$1.1M	Hold	45,600	–	–	0.66%	50
2017 Q1	$1.05M	Hold	45,600	–	–	0.65%	52
2016 Q4	$941K	Hold	45,600	–	–	0.63%	52
2016 Q3	$939K	Hold	45,600	–	–	0.63%	51
2016 Q2	$836K	Sell	45,600 -1,350	-3%	-$24.7K	0.57%	57
2016 Q1	$866K	Sell	46,950 -150	-0.3%	-$2.58K	0.61%	55
2015 Q4	$869K	Sell	47,100 -210	-0.4%	-$3.87K	0.64%	51
2015 Q3	$791K	Sell	47,310 -9,600	-17%	-$167K	0.65%	53
2015 Q2	$983K	Sell	56,910 -450	-0.8%	-$7.97K	0.71%	49
2015 Q1	$986K	Sell	57,360 -300	-0.5%	-$5.14K	0.68%	52
2014 Q4	$979K	Sell	57,660 -180	-0.3%	-$2.97K	0.71%	49
2014 Q3	$944K	Hold	57,840	–	–	0.71%	48
2014 Q2	$918K	Sell	57,840 -510	-0.9%	-$7.76K	0.71%	49
2014 Q1	$885K	Hold	58,350	–	–	0.75%	46
2013 Q4	$871K	Buy	+58,350	New	+$818K	0.74%	48

Other funds holding IGM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DWS

Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Meridian Investment Counsel's IGM Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 35,257 shares worth $5.77M. The position accounts for 1.24% of the portfolio, ranked #14.

Meridian Investment Counsel first reported a position in IGM in Q4 2013 and has held it in 51 quarters since. 179 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Meridian Investment Counsel held 35,257 shares of iShares Expanded Tech Sector ETF worth $5.77M as of Q2 2026.
Meridian Investment Counsel left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 1.24% of Meridian Investment Counsel's portfolio in Q2 2026, its #14 holding.
Meridian Investment Counsel first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and has held it in 51 quarters since.
179 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.