CWM
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Congress Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Congress Wealth Management’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
Q2 		$1.62M Buy
14,400
+1,610
+13% +$158K 0.02% 596
2025
Q1 		$1.16M Sell
12,790
-16
-0.1% -$1.62K 0.01% 598
2024
Q4 		$1.31M Sell
12,806
-37
-0.3% -$3.72K 0.02% 475
2024
Q3 		$1.23M Buy
12,843
+12
+0.1% +$1.11K 0.02% 487
2024
Q2 		$1.21M Buy
12,831
+6
+0% +$525 0.02% 405
2024
Q1 		$1.11M Buy
12,825
+9
+0.1% +$733 0.02% 367
2023
Q4 		$958K Buy
12,816
+18
+0.1% +$1.23K 0.02% 399
2023
Q3 		$815K Buy
+12,798
New +$844K 0.02% 397
2022
Q1 		– Sell
-3,240
Closed -$237K – 617
2021
Q4 		$237K Buy
+3,240
New +$233K ﹤0.01% 569

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return