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

Atticus 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
2025
Q3 		– Sell
-444
Closed -$49.9K – 396
2025
Q2 		$49.9K Hold
444
– – 0.01% 317
2025
Q1 		$40.3K Hold
444
– – 0.01% 248
2024
Q4 		$45.3K Hold
444
– – 0.01% 250
2024
Q3 		$42.6K Hold
444
– – 0.01% 256
2024
Q2 		$41.9K Hold
444
– – 0.01% 253
2024
Q1 		$38.3K Hold
444
– – 0.01% 269
2023
Q4 		$33.2K Hold
444
– – 0.01% 281
2023
Q3 		$28.3K Hold
444
– – 0.01% 305
2023
Q2 		$29.1K Hold
444
– – 0.01% 304
2023
Q1 		$25.1K Hold
444
– – 0.01% 303
2022
Q4 		$20.7K Buy
+444
New +$21.3K 0.01% 327
2022
Q3 		– Sell
-444
Closed -$22K – 585
2022
Q2 		$22K Hold
444
– – 0.01% 330
2022
Q1 		$29K Hold
444
– – 0.01% 296
2021
Q4 		$32K Hold
444
– – 0.01% 274
2021
Q3 		$30K Hold
444
– – 0.01% 284
2021
Q2 		$30K Hold
444
– – 0.01% 267
2021
Q1 		$27K Hold
444
– – 0.01% 257
2020
Q4 		$26K Hold
444
– – 0.01% 249
2020
Q3 		$23K Hold
444
– – 0.01% 217
2020
Q2 		$21K Hold
444
– – 0.01% 206
2020
Q1 		$16K Sell
444
-156
-26% -$6.25K 0.01% 212
2019
Q4 		$24K Buy
+600
New +$22.9K 0.02% 210

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Atticus Wealth Management's IGM Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 444 shares — an estimated $49.9K sold.

Atticus Wealth Management first reported a position in IGM in Q4 2019 and held it in 22 quarters. The position peaked at $49.9K in Q2 2025. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 444 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $49.9K.
  • Atticus Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's iShares Expanded Tech Sector ETF position peaked at $49.9K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.