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Biondo Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Biondo Investment Advisors’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
-7,105
Closed -$798K – 90
2025
Q2 		$798K Buy
7,105
+190
+3% +$18.7K 0.11% 70
2025
Q1 		$627K Buy
6,915
+525
+8% +$53K 0.09% 69
2024
Q4 		$652K Buy
6,390
+825
+15% +$82.9K 0.09% 67
2024
Q3 		$534K Buy
5,565
+25
+0.5% +$2.31K 0.07% 69
2024
Q2 		$522K Sell
5,540
-120
-2% -$10.5K 0.08% 68
2024
Q1 		$488K Buy
+5,660
New +$461K 0.08% 72

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Biondo Investment Advisors's IGM Position: Q3 2025 in Review

Biondo Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 7,105 shares — an estimated $798K sold.

Biondo Investment Advisors first reported a position in IGM in Q1 2024 and held it in 6 quarters. The position peaked at $798K in Q2 2025. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Biondo Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Biondo Investment Advisors sold 7,105 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $798K.
  • Biondo Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and held it in 6 quarters.
  • Biondo Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $798K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Biondo Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.