Trevian Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Trevian Wealth 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	$206K	Buy	+1,260	New	+$189K	0.09%	45

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

Trevian Wealth Management's IGM Position: Q2 2026 in Review

Trevian Wealth Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,260 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #45 among its holdings.

557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Trevian Wealth Management held 1,260 shares of iShares Expanded Tech Sector ETF worth $206K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Trevian Wealth Management position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.09% of Trevian Wealth Management's portfolio in Q2 2026, its #45 holding.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.