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

Whittier Trust’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	$14.4K	Hold	90	–	–	﹤0.01%	1090
2026 Q1	$11K	Hold	90	–	–	﹤0.01%	1110
2025 Q4	$11.8K	Sell	90 -757	-89%	-$98K	﹤0.01%	1113
2025 Q3	$108K	Hold	847	–	–	﹤0.01%	707
2025 Q2	$95.2K	Hold	847	–	–	﹤0.01%	810
2025 Q1	$76.8K	Hold	847	–	–	﹤0.01%	837
2024 Q4	$86.5K	Sell	847 -989	-54%	-$99.4K	﹤0.01%	826
2024 Q3	$176K	Hold	1,836	–	–	﹤0.01%	692
2024 Q2	$173K	Hold	1,836	–	–	﹤0.01%	670
2024 Q1	$158K	Hold	1,836	–	–	﹤0.01%	695
2023 Q4	$137K	Hold	1,836	–	–	﹤0.01%	706
2023 Q3	$117K	Hold	1,836	–	–	﹤0.01%	738
2023 Q2	$120K	Hold	1,836	–	–	﹤0.01%	738
2023 Q1	$104K	Hold	1,836	–	–	﹤0.01%	799
2022 Q4	$85.7K	Hold	1,836	–	–	﹤0.01%	850
2022 Q3	$85K	Hold	1,836	–	–	﹤0.01%	839
2022 Q2	$90K	Hold	1,836	–	–	﹤0.01%	818
2022 Q1	$119K	Hold	1,836	–	–	﹤0.01%	782
2021 Q4	$134K	Hold	1,836	–	–	﹤0.01%	764
2021 Q3	$124K	Hold	1,836	–	–	﹤0.01%	733
2021 Q2	$124K	Buy	+1,836	New	+$117K	﹤0.01%	747
2020 Q1	–	Sell	-60	Closed	-$2K	–	1524
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	1360
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	1373
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	1221
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	1214
2018 Q4	$2K	Buy	+60	New	+$1.85K	﹤0.01%	1242

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

Whittier Trust's IGM Position: Q2 2026 in Review

Whittier Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 90 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Whittier Trust first reported a position in IGM in Q4 2018 and has held it in 26 quarters since. The position peaked at $176K in Q3 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Whittier Trust held 90 shares of iShares Expanded Tech Sector ETF worth $14.4K as of Q2 2026.
Whittier Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1090 holding.
Whittier Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 26 quarters since.
Whittier Trust's iShares Expanded Tech Sector ETF position peaked at $176K in Q3 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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