BFP
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Briaud Financial Planning’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Briaud Financial Planning’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
-26
Closed -$2K – 175
2025
Q2 		$2K Buy
+26
New +$2.55K ﹤0.01% 321

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 22.9% 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

Briaud Financial Planning's IGM Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 26 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in IGM in Q2 2025 and held it in 1 quarter. The position peaked at $2K in Q2 2025. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 26 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Expanded Tech Sector ETF position peaked at $2K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.