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Apexium Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Apexium Financial’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
Q3 		$2.41M Sell
19,099
-5,075
-21% -$599K 0.12% 83
2025
Q2 		$2.72M Sell
24,174
-23,006
-49% -$2.26M 0.14% 72
2025
Q1 		$4.28M Sell
47,180
-3,478
-7% -$351K 0.26% 50
2024
Q4 		$5.17M Sell
50,658
-2,673
-5% -$269K 0.31% 46
2024
Q3 		$5.12M Sell
53,331
-2,639
-5% -$244K 0.34% 40
2024
Q2 		$5.28M Sell
55,970
-602
-1% -$52.7K 0.38% 36
2024
Q1 		$4.88M Sell
56,572
-2,108
-4% -$172K 0.37% 38
2023
Q4 		$4.38M Sell
58,680
-13,326
-19% -$911K 0.31% 44
2023
Q3 		$4.59M Sell
72,006
-10,470
-13% -$690K 0.46% 33
2023
Q2 		$5.4M Buy
82,476
+3,300
+4% +$196K 0.48% 27
2023
Q1 		$4.48M Sell
79,176
-2,364
-3% -$123K 0.44% 30
2022
Q4 		$3.81M Buy
81,540
+2,256
+3% +$108K 0.39% 33
2022
Q3 		$3.68M Buy
79,284
+20,754
+35% +$1.09M 0.46% 30
2022
Q2 		$2.92M Sell
58,530
-25,530
-30% -$1.4M 1.68% 12
2022
Q1 		$5.96M Sell
84,060
-60
-0.1% -$3.86K 3.13% 7
2021
Q4 		$6.16M Sell
84,120
-2,658
-3% -$191K 3.18% 7
2021
Q3 		$5.84M Buy
86,778
+3,414
+4% +$237K 3.37% 7
2021
Q2 		$5.62M Buy
83,364
+2,796
+3% +$178K 3.49% 8
2021
Q1 		$4.84M Buy
80,568
+3,834
+5% +$229K 3.56% 9
2020
Q4 		$4.47M Sell
76,734
-4,110
-5% -$225K 3.54% 9
2020
Q3 		$4.13M Buy
80,844
+41,502
+105% +$2.09M 3.35% 11
2020
Q2 		$1.83M Buy
+39,342
New +$1.65M 1.66% 14

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Apexium Financial's IGM Position: Q3 2025 in Review

Apexium Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 21% in Q3 2025, selling an estimated $599K and leaving 19,099 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #83.

Apexium Financial first reported a position in IGM in Q2 2020 and has held it in 22 quarters since. The position peaked at $6.16M in Q4 2021. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Apexium Financial held 19,099 shares of iShares Expanded Tech Sector ETF worth $2.41M as of Q3 2025.
  • Apexium Financial sold 5,075 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $599K.
  • iShares Expanded Tech Sector ETF made up 0.12% of Apexium Financial's portfolio in Q3 2025, its #83 holding.
  • Apexium Financial first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 22 quarters since.
  • Apexium Financial's iShares Expanded Tech Sector ETF position peaked at $6.16M in Q4 2021.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.