Clarius Group LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Clarius Group LLC’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	$1.26M	Hold	9,774	–	–	0.07%	105
2025 Q3	$1.23M	Hold	9,774	–	–	0.07%	109
2025 Q2	$1.1M	Hold	9,774	–	–	0.06%	137
2025 Q1	$886K	Hold	9,774	–	–	0.06%	157
2024 Q4	$998K	Hold	9,774	–	–	0.07%	122
2024 Q3	$938K	Hold	9,774	–	–	0.07%	132
2024 Q2	$922K	Hold	9,774	–	–	0.07%	123
2024 Q1	$842K	Hold	9,774	–	–	0.06%	148
2023 Q4	$730K	Hold	9,774	–	–	0.06%	172
2023 Q3	$623K	Hold	9,774	–	–	0.06%	180
2023 Q2	$640K	Hold	9,774	–	–	0.05%	213
2023 Q1	$553K	Hold	9,774	–	–	0.05%	231
2022 Q4	$456K	Hold	9,774	–	–	0.04%	270
2022 Q3	$450K	Hold	9,774	–	–	0.05%	236
2022 Q2	$480K	Buy	+9,774	New	+$536K	0.05%	226

Other funds holding IGM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SEIA

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarius Group LLC's IGM Position: Q4 2025 in Review

Clarius Group LLC held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2025 at 9,774 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #105.

Clarius Group LLC first reported a position in IGM in Q2 2022 and has held it in 15 quarters since. 509 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

Clarius Group LLC held 9,774 shares of iShares Expanded Tech Sector ETF worth $1.26M as of Q4 2025.
Clarius Group LLC left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2025.
iShares Expanded Tech Sector ETF made up 0.07% of Clarius Group LLC's portfolio in Q4 2025, its #105 holding.
Clarius Group LLC first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 15 quarters since.
509 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.