Creekmur Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Creekmur Asset 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 Q3	$1.07M	Buy	8,522 +2	+0%	+$236	0.18%	77
2025 Q2	$957K	Sell	8,520 -560	-6%	-$55K	0.17%	89
2025 Q1	$823K	Buy	9,080 +3	+0%	+$303	0.17%	65
2024 Q4	$927K	Buy	9,077 +2	+0%	+$201	0.21%	52
2024 Q3	$871K	Buy	9,075 +5	+0.1%	+$462	0.2%	56
2024 Q2	$855K	Sell	9,070 -746	-8%	-$65.3K	0.22%	53
2024 Q1	$846K	Sell	9,816 -546	-5%	-$44.5K	0.29%	45
2023 Q4	$774K	Buy	+10,362	New	+$708K	0.24%	54

Other funds holding IGM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Creekmur Asset Management's IGM Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.02% in Q3 2025, buying an estimated $236 and bringing the position to 8,522 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #77.

Creekmur Asset Management first reported a position in IGM in Q4 2023 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Creekmur Asset Management held 8,522 shares of iShares Expanded Tech Sector ETF worth $1.07M as of Q3 2025.
Creekmur Asset Management bought 2 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $236.
iShares Expanded Tech Sector ETF made up 0.18% of Creekmur Asset Management's portfolio in Q3 2025, its #77 holding.
Creekmur Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 8 quarters since.
498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.