CreativeOne Wealth
IGM icon

CreativeOne Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CreativeOne Wealth’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
2026
Q1 		– Sell
-1,572
Closed -$203K – 1221
2025
Q4 		$203K Sell
1,572
-16
-1% -$2.07K ﹤0.01% 1124
2025
Q3 		$200K Sell
1,588
-590
-27% -$69.6K ﹤0.01% 1108
2025
Q2 		$245K Buy
+2,178
New +$214K 0.01% 994

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CreativeOne Wealth's IGM Position: Q1 2026 in Review

CreativeOne Wealth sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 1,572 shares — an estimated $203K sold.

CreativeOne Wealth first reported a position in IGM in Q2 2025 and held it in 3 quarters. The position peaked at $245K in Q2 2025. 511 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • CreativeOne Wealth reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 1,572 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $203K.
  • CreativeOne Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and held it in 3 quarters.
  • CreativeOne Wealth's iShares Expanded Tech Sector ETF position peaked at $245K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.