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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's IGM Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2025, buying an estimated $158K and bringing the position to 14,400 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #596.

Congress Wealth Management first reported a position in IGM in Q4 2021 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Congress Wealth Management held 14,400 shares of iShares Expanded Tech Sector ETF worth $1.62M as of Q2 2025.
Congress Wealth Management bought 1,610 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $158K.
iShares Expanded Tech Sector ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #596 holding.
Congress Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 9 quarters since.
458 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.