Beacon Capital Management LLC (Tennessee)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-168	Closed	-$18.9K	–	544
2025 Q2	$18.9K	Hold	168	–	–	﹤0.01%	508
2025 Q1	$15.2K	Hold	168	–	–	﹤0.01%	536
2024 Q4	$17.2K	Hold	168	–	–	﹤0.01%	500
2024 Q3	$16.1K	Hold	168	–	–	﹤0.01%	540
2024 Q2	$15.8K	Hold	168	–	–	﹤0.01%	486
2024 Q1	$14.5K	Hold	168	–	–	﹤0.01%	509
2023 Q4	$10.7K	Hold	168	–	–	﹤0.01%	507
2023 Q3	$11K	Hold	168	–	–	﹤0.01%	543
2023 Q2	$11K	Hold	168	–	–	﹤0.01%	543
2023 Q1	$9.5K	Hold	168	–	–	﹤0.01%	511
2022 Q4	$7.84K	Hold	168	–	–	﹤0.01%	558
2022 Q3	$8K	Hold	168	–	–	﹤0.01%	515
2022 Q2	$11K	Hold	168	–	–	﹤0.01%	511
2022 Q1	$11K	Buy	+168	New	+$10.8K	﹤0.01%	511

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IGM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 168 shares — an estimated $18.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IGM in Q1 2022 and held it in 14 quarters. The position peaked at $18.9K in Q2 2025. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 168 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $18.9K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Expanded Tech Sector ETF position peaked at $18.9K in Q2 2025.
497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.