Private Trust Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Private Trust Company’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	$37.5K	Sell	229 -26	-10%	-$3.9K	﹤0.01%	1511
2026 Q1	$30.2K	Buy	255 +28	+12%	+$3.52K	﹤0.01%	1512
2025 Q4	$29.3K	Sell	227 -311	-58%	-$40.3K	﹤0.01%	1493
2025 Q3	$67.8K	Buy	+538	New	+$63.4K	0.01%	1148
2014 Q4	–	Sell	-7,296	Closed	-$119K	–	710
2014 Q3	$119K	Sell	7,296 -936	-11%	-$15.2K	0.04%	364
2014 Q2	$131K	Sell	8,232 -210	-2%	-$3.2K	0.04%	356
2014 Q1	$128K	Buy	8,442 +3,030	+56%	+$45.6K	0.05%	315
2013 Q4	$81K	Sell	5,412 -1,530	-22%	-$21.4K	0.03%	354
2013 Q3	$92K	Sell	6,942 -2,184	-24%	-$28.5K	0.04%	307
2013 Q2	$113K	Buy	+9,126	New	+$113K	0.05%	264

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

Private Trust Company's IGM Position: Q2 2026 in Review

Private Trust Company reduced its iShares Expanded Tech Sector ETF (IGM) stake by 10% in Q2 2026, selling an estimated $3.9K and leaving 229 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Private Trust Company first reported a position in IGM in Q2 2013 and has held it in 10 quarters since. The position peaked at $131K in Q2 2014. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Private Trust Company held 229 shares of iShares Expanded Tech Sector ETF worth $37.5K as of Q2 2026.
Private Trust Company sold 26 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.9K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1511 holding.
Private Trust Company first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 10 quarters since.
Private Trust Company's iShares Expanded Tech Sector ETF position peaked at $131K in Q2 2014.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.