Orleans Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Orleans Capital 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	$625K	Hold	3,819	–	–	0.32%	74
2026 Q1	$453K	Sell	3,819 -1,000	-21%	-$126K	0.31%	72
2025 Q4	$622K	Hold	4,819	–	–	0.39%	68
2025 Q3	$607K	Hold	4,819	–	–	0.39%	60
2025 Q2	$541K	Hold	4,819	–	–	0.29%	68
2025 Q1	$437K	Hold	4,819	–	–	0.26%	66
2024 Q4	$513K	Hold	4,819	–	–	0.29%	65
2024 Q3	$462K	Hold	4,819	–	–	0.26%	67
2024 Q2	$455K	Hold	4,819	–	–	0.29%	56
2024 Q1	$415K	Buy	4,819 +1	+0%	+$81	0.27%	57
2023 Q4	$360K	Hold	4,818	–	–	0.24%	62
2023 Q3	$307K	Hold	4,818	–	–	0.23%	63
2023 Q2	$316K	Hold	4,818	–	–	0.22%	70
2023 Q1	$273K	Hold	4,818	–	–	0.2%	70
2022 Q4	$225K	Hold	4,818	–	–	0.17%	75
2022 Q3	$222K	Hold	4,818	–	–	0.19%	72
2022 Q2	$236K	Hold	4,818	–	–	0.18%	71
2022 Q1	$312K	Hold	4,818	–	–	0.19%	69
2021 Q4	$353K	Hold	4,818	–	–	0.2%	70
2021 Q3	$324K	Hold	4,818	–	–	0.21%	67
2021 Q2	$324K	Hold	4,818	–	–	0.21%	67
2021 Q1	$290K	Hold	4,818	–	–	0.2%	70
2020 Q4	$281K	Hold	4,818	–	–	0.2%	68
2020 Q3	$248K	Hold	4,818	–	–	0.19%	69
2020 Q2	$224K	Buy	+4,818	New	+$202K	0.18%	76

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

Orleans Capital Management's IGM Position: Q2 2026 in Review

Orleans Capital Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 3,819 shares worth $625K. The position accounts for 0.32% of the portfolio, ranked #74.

Orleans Capital Management first reported a position in IGM in Q2 2020 and has held it in 25 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Orleans Capital Management held 3,819 shares of iShares Expanded Tech Sector ETF worth $625K as of Q2 2026.
Orleans Capital Management left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.32% of Orleans Capital Management's portfolio in Q2 2026, its #74 holding.
Orleans Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 25 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.