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Avantax Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Avantax Advisory Services’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 		$2.46M Buy
21,891
+2,220
+11% +$218K 0.01% 699
2025
Q1 		$1.78M Sell
19,671
-685
-3% -$69.2K 0.01% 794
2024
Q4 		$2.08M Buy
20,356
+4,468
+28% +$449K 0.01% 696
2024
Q3 		$1.52M Sell
15,888
-1,014
-6% -$93.7K 0.01% 811
2024
Q2 		$1.59M Buy
16,902
+578
+4% +$50.6K 0.01% 753
2024
Q1 		$1.41M Sell
16,324
-650
-4% -$52.9K 0.01% 642
2023
Q4 		$1.27M Buy
16,974
+1,548
+10% +$106K 0.01% 632
2023
Q3 		$982K Buy
15,426
+3,330
+28% +$220K 0.01% 698
2023
Q2 		$792K Buy
+12,096
New +$719K 0.01% 765
2022
Q3 		– Sell
-7,086
Closed -$348K – 1359
2022
Q2 		$348K Sell
7,086
-150
-2% -$8.23K 0.01% 945
2022
Q1 		$469K Sell
7,236
-96
-1% -$6.18K 0.01% 808
2021
Q4 		$537K Buy
7,332
+1,236
+20% +$88.8K 0.01% 739
2021
Q3 		$412K Sell
6,096
-4,776
-44% -$332K 0.01% 789
2021
Q2 		$735K Buy
10,872
+6,282
+137% +$400K 0.01% 557
2021
Q1 		$277K Buy
4,590
+312
+7% +$18.7K 0.01% 841
2020
Q4 		$249K Sell
4,278
-7,464
-64% -$409K 0.01% 806
2020
Q3 		$608K Buy
+11,742
New +$592K 0.01% 729
2020
Q2 		– Sell
-20,928
Closed -$740K – 874
2020
Q1 		$740K Sell
20,928
-6,510
-24% -$261K 0.02% 352
2019
Q4 		$1.11M Buy
27,438
+3,090
+13% +$118K 0.03% 311
2019
Q3 		$880K Buy
+24,348
New +$890K 0.04% 232

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

Avantax Advisory Services's IGM Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2025, buying an estimated $218K and bringing the position to 21,891 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #699.

Avantax Advisory Services first reported a position in IGM in Q3 2019 and has held it in 20 quarters since. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

  • Avantax Advisory Services held 21,891 shares of iShares Expanded Tech Sector ETF worth $2.46M as of Q2 2025.
  • Avantax Advisory Services bought 2,220 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $218K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #699 holding.
  • Avantax Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and has held it in 20 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.