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

Trust Company of Vermont’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	$34.4K	Buy	+210	New	+$31.5K	﹤0.01%	692
2025 Q4	$27.1K	Hold	210	–	–	﹤0.01%	687
2025 Q3	$26.4K	Hold	210	–	–	﹤0.01%	686
2025 Q2	$23.6K	Hold	210	–	–	﹤0.01%	686
2025 Q1	$19K	Hold	210	–	–	﹤0.01%	679
2024 Q4	$21.4K	Hold	210	–	–	﹤0.01%	667
2024 Q3	$20.1K	Hold	210	–	–	﹤0.01%	653
2024 Q2	$19.8K	Buy	+210	New	+$18.4K	﹤0.01%	613

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 22.9% 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

Trust Company of Vermont's IGM Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 210 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IGM as recently as Q4 2025.

Trust Company of Vermont first reported a position in IGM in Q2 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Trust Company of Vermont held 210 shares of iShares Expanded Tech Sector ETF worth $34.4K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #692 holding.
Trust Company of Vermont first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.