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

Apollon 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 Q1	$12M	Sell	100,966 -766	-0.8%	-$96.4K	0.19%	105
2025 Q4	$13.1M	Sell	101,732 -583	-0.6%	-$75.5K	0.23%	93
2025 Q3	$12.9M	Sell	102,315 -352	-0.3%	-$41.5K	0.23%	89
2025 Q2	$11.5M	Buy	102,667 +142	+0.1%	+$13.9K	0.23%	88
2025 Q1	$9.3M	Sell	102,525 -842	-0.8%	-$85K	0.2%	96
2024 Q4	$10.6M	Buy	103,367 +100,944	+4,166%	+$10.1M	0.24%	77
2024 Q3	$232K	Hold	2,423	–	–	0.01%	1011
2024 Q2	$228K	Hold	2,423	–	–	0.01%	966
2024 Q1	$209K	Buy	+2,423	New	+$197K	0.01%	1021
2022 Q1	–	Sell	-2,922	Closed	-$214K	–	790
2021 Q4	$214K	Sell	2,922 -324	-10%	-$23.3K	0.02%	688
2021 Q3	$219K	Buy	+3,246	New	+$226K	0.03%	418
2021 Q1	–	Sell	-198,792	Closed	-$11.6M	–	352
2020 Q4	$11.6M	Buy	+198,792	New	+$10.9M	3.14%	6
2020 Q3	–	Sell	-1,200	Closed	-$56K	–	392
2020 Q2	$56K	Buy	+1,200	New	+$50.4K	0.03%	231

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Apollon Wealth Management's IGM Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.75% in Q1 2026, selling an estimated $96.4K and leaving 100,966 shares worth $12M. The position accounts for 0.19% of the portfolio, ranked #105.

Apollon Wealth Management first reported a position in IGM in Q2 2020 and has held it in 13 quarters since. The position peaked at $13.1M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Apollon Wealth Management held 100,966 shares of iShares Expanded Tech Sector ETF worth $12M as of Q1 2026.
Apollon Wealth Management sold 766 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $96.4K.
iShares Expanded Tech Sector ETF made up 0.19% of Apollon Wealth Management's portfolio in Q1 2026, its #105 holding.
Apollon Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 13 quarters since.
Apollon Wealth Management's iShares Expanded Tech Sector ETF position peaked at $13.1M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.