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Adero Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Adero Partners’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
2025
Q1 		$218K Hold
2,400
– – 0.01% 225
2024
Q4 		$245K Hold
2,400
– – 0.02% 201
2024
Q3 		$230K Hold
2,400
– – 0.02% 203
2024
Q2 		$226K Buy
+2,400
New +$210K 0.02% 189

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Adero Partners's IGM Position: Q1 2025 in Review

Adero Partners held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2025 at 2,400 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #225.

Adero Partners first reported a position in IGM in Q2 2024 and has held it in 4 quarters since. The position peaked at $245K in Q4 2024. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

  • Adero Partners held 2,400 shares of iShares Expanded Tech Sector ETF worth $218K as of Q1 2025.
  • Adero Partners left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2025.
  • iShares Expanded Tech Sector ETF made up 0.01% of Adero Partners's portfolio in Q1 2025, its #225 holding.
  • Adero Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 4 quarters since.
  • Adero Partners's iShares Expanded Tech Sector ETF position peaked at $245K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.