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Avid Wealth Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Avid Wealth Partners’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
-3,477
Closed -$315K – 56
2025
Q1 		$315K Buy
+3,477
New +$351K 0.21% 41

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

Avid Wealth Partners's IGM Position: Q2 2025 in Review

Avid Wealth Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2025, closing a stake of 3,477 shares — an estimated $315K sold.

Avid Wealth Partners first reported a position in IGM in Q1 2025 and held it in 1 quarter. The position peaked at $315K in Q1 2025. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

  • Avid Wealth Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Avid Wealth Partners sold 3,477 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $315K.
  • Avid Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and held it in 1 quarter.
  • Avid Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $315K in Q1 2025.
  • 456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Avid Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.