MC
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
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

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

Middleton & Co's IGM Position: Q2 2026 in Review

Middleton & Co held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 2,000 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #139.

Middleton & Co first reported a position in IGM in Q3 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Middleton & Co held 2,000 shares of iShares Expanded Tech Sector ETF worth $327K as of Q2 2026.
  • Middleton & Co left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.03% of Middleton & Co's portfolio in Q2 2026, its #139 holding.
  • Middleton & Co first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 7 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.