CIBC Private Wealth Group
IGM icon

CIBC Private Wealth Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CIBC Private Wealth Group’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
Q4 		$180K Buy
1,394
+237
+20% +$30.7K ﹤0.01% 1236
2025
Q3 		$146K Buy
1,157
+89
+8% +$10.5K ﹤0.01% 1318
2025
Q2 		$120K Hold
1,068
– – ﹤0.01% 1318
2025
Q1 		$85.2K Hold
1,068
– – ﹤0.01% 1414
2024
Q4 		$110K Hold
1,068
– – ﹤0.01% 1386
2024
Q3 		$102K Hold
1,068
– – ﹤0.01% 1464
2024
Q2 		$105K Hold
1,068
– – ﹤0.01% 1383
2024
Q1 		$92.6K Buy
+1,068
New +$87K ﹤0.01% 1426

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Private Wealth Group's IGM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q4 2025, buying an estimated $30.7K and bringing the position to 1,394 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

CIBC Private Wealth Group first reported a position in IGM in Q1 2024 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • CIBC Private Wealth Group held 1,394 shares of iShares Expanded Tech Sector ETF worth $180K as of Q4 2025.
  • CIBC Private Wealth Group bought 237 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $30.7K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1236 holding.
  • CIBC Private Wealth Group first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 8 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.