Pathstone Holdings’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pathstone Holdings’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	$1.76M	Hold	10,782	–	–	0.01%	1175
2026 Q1	$1.28M	Hold	10,782	–	–	0.01%	1282
2025 Q4	$1.39M	Hold	10,782	–	–	0.01%	1226
2025 Q3	$1.36M	Hold	10,782	–	–	0.01%	1253
2025 Q2	$1.21M	Sell	10,782 -29	-0.3%	-$2.85K	﹤0.01%	1292
2025 Q1	$981K	Hold	10,811	–	–	﹤0.01%	1392
2024 Q4	$1.1M	Buy	+10,811	New	+$1.09M	﹤0.01%	1317
2024 Q1	–	Sell	-3,192	Closed	-$238K	–	2323
2023 Q4	$238K	Buy	+3,192	New	+$218K	﹤0.01%	1968

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

Pathstone Holdings's IGM Position: Q2 2026 in Review

Pathstone Holdings held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 10,782 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #1175.

Pathstone Holdings first reported a position in IGM in Q4 2023 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Pathstone Holdings held 10,782 shares of iShares Expanded Tech Sector ETF worth $1.76M as of Q2 2026.
Pathstone Holdings left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1175 holding.
Pathstone Holdings first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.