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Concourse Financial Group Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-13,233
Closed -$1.42M – 1002
2024
Q4 		$1.42M Buy
13,233
+4,012
+44% +$403K 0.08% 246
2024
Q3 		$885K Buy
9,221
+1,034
+13% +$95.6K 0.05% 334
2024
Q2 		$772K Buy
8,187
+84
+1% +$7.36K 0.05% 351
2024
Q1 		$698K Buy
8,103
+1,911
+31% +$156K 0.05% 377
2023
Q4 		$463K Buy
6,192
+2,058
+50% +$141K 0.03% 458
2023
Q3 		$264K Sell
4,134
-10,254
-71% -$676K 0.02% 544
2023
Q2 		$942K Buy
14,388
+8,610
+149% +$512K 0.07% 286
2023
Q1 		$327K Sell
5,778
-264
-4% -$13.8K 0.03% 516
2022
Q4 		$282K Sell
6,042
-318
-5% -$15.2K 0.02% 532
2022
Q3 		$293K Buy
6,360
+192
+3% +$10.1K 0.03% 459
2022
Q2 		$303K Sell
6,168
-16,068
-72% -$881K 0.03% 499
2022
Q1 		$1.44M Sell
22,236
-11,010
-33% -$709K 0.11% 196
2021
Q4 		$2.43M Buy
33,246
+432
+1% +$31K 0.14% 142
2021
Q3 		$2.21M Buy
32,814
+2,034
+7% +$141K 0.13% 144
2021
Q2 		$2.07M Buy
30,780
+414
+1% +$26.4K 0.13% 145
2021
Q1 		$1.83M Sell
30,366
-2,328
-7% -$139K 0.13% 145
2020
Q4 		$1.91M Buy
32,694
+7,572
+30% +$415K 0.14% 134
2020
Q3 		$1.29M Buy
25,122
+246
+1% +$12.4K 0.11% 155
2020
Q2 		$1.16M Buy
+24,876
New +$1.05M 0.11% 150

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Concourse Financial Group Securities's IGM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2025, closing a stake of 13,233 shares — an estimated $1.42M sold.

Concourse Financial Group Securities first reported a position in IGM in Q2 2020 and held it in 19 quarters. The position peaked at $2.43M in Q4 2021. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 13,233 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $1.42M.
  • Concourse Financial Group Securities first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 19 quarters.
  • Concourse Financial Group Securities's iShares Expanded Tech Sector ETF position peaked at $2.43M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.