BA
IGM icon

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

Bristlecone 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
-36
Closed -$4.04K – 260
2025
Q2 		$4.04K Sell
36
-6,660
-99% -$654K ﹤0.01% 287
2025
Q1 		$607K Hold
6,696
– – 0.05% 181
2024
Q4 		$684K Hold
6,696
– – 0.05% 173
2024
Q3 		$642K Hold
6,696
– – 0.05% 169
2024
Q2 		$632K Hold
6,696
– – 0.05% 162
2024
Q1 		$577K Hold
6,696
– – 0.05% 172
2023
Q4 		$500K Hold
6,696
– – 0.05% 184
2023
Q3 		$427K Hold
6,696
– – 0.05% 182
2023
Q2 		$438K Hold
6,696
– – 0.04% 187
2023
Q1 		$379K Hold
6,696
– – 0.04% 193
2022
Q4 		$312K Hold
6,696
– – 0.04% 206
2022
Q3 		$308K Buy
6,696
+36
+0.5% +$1.9K 0.04% 198
2022
Q2 		$327K Hold
6,660
– – 0.04% 196
2022
Q1 		$431K Hold
6,660
– – 0.05% 172
2021
Q4 		$487K Sell
6,660
-1,680
-20% -$121K 0.06% 169
2021
Q3 		$561K Hold
8,340
– – 0.07% 144
2021
Q2 		$562K Hold
8,340
– – 0.08% 137
2021
Q1 		$502K Hold
8,340
– – 0.08% 143
2020
Q4 		$486K Buy
+8,340
New +$457K 0.08% 140

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

Bristlecone Advisors's IGM Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 36 shares — an estimated $4.04K sold.

Bristlecone Advisors first reported a position in IGM in Q4 2020 and held it in 19 quarters. The position peaked at $684K in Q4 2024. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Bristlecone Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 36 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $4.04K.
  • Bristlecone Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 19 quarters.
  • Bristlecone Advisors's iShares Expanded Tech Sector ETF position peaked at $684K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.