Consolidated Portfolio Review Corp’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-2,837	Closed	-$357K	–	212
2025 Q3	$357K	Sell	2,837 -592	-17%	-$69.8K	0.04%	333
2025 Q2	$385K	Buy	3,429 +257	+8%	+$25.2K	0.05%	295
2025 Q1	$288K	Buy	3,172 +12	+0.4%	+$1.21K	0.05%	310
2024 Q4	$323K	Buy	3,160 +7	+0.2%	+$704	0.05%	284
2024 Q3	$302K	Buy	3,153 +121	+4%	+$11.2K	0.07%	246
2024 Q2	$286K	Buy	+3,032	New	+$265K	0.07%	242
2023 Q4	–	Sell	-3,768	Closed	-$240K	–	310
2023 Q3	$240K	Buy	+3,768	New	+$248K	0.06%	271

Other funds holding IGM

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Consolidated Portfolio Review Corp's IGM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 2,837 shares — an estimated $357K sold.

Consolidated Portfolio Review Corp first reported a position in IGM in Q3 2023 and held it in 7 quarters. The position peaked at $385K in Q2 2025. 512 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 2,837 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $357K.
Consolidated Portfolio Review Corp first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and held it in 7 quarters.
Consolidated Portfolio Review Corp's iShares Expanded Tech Sector ETF position peaked at $385K in Q2 2025.
512 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.