Atria Wealth Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Atria Wealth Solutions’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	$247K	Sell	2,199 -6,896	-76%	-$677K	0.01%	1256
2025 Q1	$825K	Sell	9,095 -6,328	-41%	-$639K	0.01%	957
2024 Q4	$1.57M	Sell	15,423 -4,896	-24%	-$492K	0.02%	734
2024 Q3	$1.95M	Buy	20,319 +317	+2%	+$29.3K	0.02%	647
2024 Q2	$1.89M	Buy	20,002 +6,753	+51%	+$591K	0.02%	641
2024 Q1	$1.14M	Sell	13,249 -5,927	-31%	-$483K	0.01%	856
2023 Q4	$1.43M	Buy	19,176 +918	+5%	+$62.8K	0.02%	727
2023 Q3	$1.16M	Sell	18,258 -1,152	-6%	-$76K	0.02%	746
2023 Q2	$1.27M	Buy	19,410 +504	+3%	+$30K	0.02%	745
2023 Q1	$1.07M	Sell	18,906 -3,744	-17%	-$195K	0.02%	769
2022 Q4	$1.06M	Sell	22,650 -2,514	-10%	-$120K	0.02%	722
2022 Q3	$1.16M	Sell	25,164 -13,506	-35%	-$712K	0.02%	669
2022 Q2	$1.9M	Buy	38,670 +5,754	+17%	+$316K	0.04%	461
2022 Q1	$2.13M	Buy	+32,916	New	+$2.12M	0.04%	467

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's IGM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Expanded Tech Sector ETF (IGM) stake by 76% in Q2 2025, selling an estimated $677K and leaving 2,199 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1256.

Atria Wealth Solutions first reported a position in IGM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.13M in Q1 2022. 458 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Atria Wealth Solutions held 2,199 shares of iShares Expanded Tech Sector ETF worth $247K as of Q2 2025.
Atria Wealth Solutions sold 6,896 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $677K.
iShares Expanded Tech Sector ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1256 holding.
Atria Wealth Solutions first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Expanded Tech Sector ETF position peaked at $2.13M in Q1 2022.
458 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.