Patten Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Patten Group’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 Q1	$482K	Sell	4,069 -41	-1%	-$5.16K	0.08%	200
2025 Q4	$531K	Hold	4,110	–	–	0.1%	189
2025 Q3	$518K	Hold	4,110	–	–	0.1%	182
2025 Q2	$462K	Hold	4,110	–	–	0.1%	182
2025 Q1	$373K	Hold	4,110	–	–	0.09%	206
2024 Q4	$420K	Hold	4,110	–	–	0.09%	197
2024 Q3	$394K	Hold	4,110	–	–	0.09%	200
2024 Q2	$388K	Hold	4,110	–	–	0.09%	191
2024 Q1	$354K	Hold	4,110	–	–	0.09%	199
2023 Q4	$307K	Hold	4,110	–	–	0.08%	196
2023 Q3	$262K	Hold	4,110	–	–	0.08%	211
2023 Q2	$269K	Hold	4,110	–	–	0.04%	212
2023 Q1	$232K	Buy	+4,110	New	+$214K	0.07%	222
2022 Q3	–	Sell	-4,110	Closed	-$213K	–	242
2022 Q2	$213K	Hold	4,110	–	–	0.07%	231
2022 Q1	$266K	Sell	4,110 -84	-2%	-$5.41K	0.07%	221
2021 Q4	$307K	Sell	4,194 -300	-7%	-$21.6K	0.08%	213
2021 Q3	$302K	Sell	4,494 -234	-5%	-$16.3K	0.09%	207
2021 Q2	$318K	Hold	4,728	–	–	0.09%	206
2021 Q1	$284K	Hold	4,728	–	–	0.09%	208
2020 Q4	$276K	Hold	4,728	–	–	0.07%	203
2020 Q3	$244K	Sell	4,728 -1,950	-29%	-$98.4K	0.1%	193
2020 Q2	$311K	Hold	6,678	–	–	0.13%	162
2020 Q1	$236K	Hold	6,678	–	–	0.12%	168
2019 Q4	$270K	Hold	6,678	–	–	0.1%	179
2019 Q3	$242K	Hold	6,678	–	–	0.1%	180
2019 Q2	$240K	Hold	6,678	–	–	0.1%	181
2019 Q1	$230K	Sell	6,678 -240	-3%	-$7.71K	0.1%	177
2018 Q4	$198K	Sell	6,918 -12,120	-64%	-$375K	0.09%	170
2018 Q3	$664K	Sell	19,038 -96	-0.5%	-$3.26K	0.25%	100
2018 Q2	$615K	Hold	19,134	–	–	0.25%	106
2018 Q1	$572K	Hold	19,134	–	–	0.23%	110
2017 Q4	$538K	Sell	19,134 -360	-2%	-$9.95K	0.21%	114
2017 Q3	$505K	Hold	19,494	–	–	0.2%	114
2017 Q2	$491K	Sell	19,494 -300	-2%	-$7.21K	0.2%	117
2017 Q1	$454K	Sell	19,794 -210	-1%	-$4.67K	0.2%	110
2016 Q4	$438K	Buy	20,004 +240	+1%	+$4.94K	0.2%	110
2016 Q3	$402K	Buy	19,764 +150	+0.8%	+$2.97K	0.19%	116
2016 Q2	$360K	Hold	19,614	–	–	0.17%	127
2016 Q1	$362K	Hold	19,614	–	–	0.17%	124
2015 Q4	$362K	Hold	19,614	–	–	0.17%	121
2015 Q3	$328K	Hold	19,614	–	–	0.17%	123
2015 Q2	$339K	Hold	19,614	–	–	0.16%	134
2015 Q1	$337K	Hold	19,614	–	–	0.17%	130
2014 Q4	$333K	Buy	+19,614	New	+$324K	0.16%	133

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Patten Group's IGM Position: Q1 2026 in Review

Patten Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1% in Q1 2026, selling an estimated $5.16K and leaving 4,069 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #200.

Patten Group first reported a position in IGM in Q4 2014 and has held it in 44 quarters since. The position peaked at $664K in Q3 2018. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Patten Group held 4,069 shares of iShares Expanded Tech Sector ETF worth $482K as of Q1 2026.
Patten Group sold 41 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $5.16K.
iShares Expanded Tech Sector ETF made up 0.08% of Patten Group's portfolio in Q1 2026, its #200 holding.
Patten Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 44 quarters since.
Patten Group's iShares Expanded Tech Sector ETF position peaked at $664K in Q3 2018.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.