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

Atala 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
Q2 		– Sell
-120
Closed -$10.9K – 269
2025
Q1 		$10.9K Hold
120
– – 0.01% 311
2024
Q4 		$12.3K Buy
+120
New +$12.1K 0.01% 296

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atala Financial's IGM Position: Q2 2025 in Review

Atala Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2025, closing a stake of 120 shares — an estimated $10.9K sold.

Atala Financial first reported a position in IGM in Q4 2024 and held it in 2 quarters. The position peaked at $12.3K in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

  • Atala Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 120 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $10.9K.
  • Atala Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares Expanded Tech Sector ETF position peaked at $12.3K in Q4 2024.
  • 456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.