Middleton & Co
IGM icon

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

Middleton & 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
Q3 		$338K Hold
2,000
– – 0.04% 136
2026
Q2 		$327K Hold
2,000
– – 0.03% 139
2026
Q1 		$237K Hold
2,000
– – 0.03% 153
2025
Q4 		$258K Hold
2,000
– – 0.03% 145
2025
Q3 		$252K Sell
2,000
-100
-5% -$11.8K 0.03% 147
2025
Q2 		$236K Buy
+2,100
New +$206K 0.03% 145
2025
Q1 		– Sell
-2,100
Closed -$214K – 159
2024
Q4 		$214K Hold
2,100
– – 0.02% 151
2024
Q3 		$201K Buy
+2,100
New +$194K 0.02% 166

Other funds holding IGM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Middleton & Co's IGM Position: Q3 2026 in Review

Middleton & Co held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 2,000 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #136.

Middleton & Co first reported a position in IGM in Q3 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Middleton & Co held 2,000 shares of iShares Expanded Tech Sector ETF worth $338K as of Q3 2026.
  • Middleton & Co left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up 0.04% of Middleton & Co's portfolio in Q3 2026, its #136 holding.
  • Middleton & Co first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.