Everpar Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Everpar Advisors’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	-4,462	Closed	-$562K	–	286
2025 Q3	$562K	Buy	4,462 +177	+4%	+$20.9K	0.22%	104
2025 Q2	$481K	Buy	4,285 +927	+28%	+$91.1K	0.22%	121
2025 Q1	$305K	Buy	3,358 +848	+34%	+$85.6K	0.16%	179
2024 Q4	$256K	Sell	2,510 -68	-3%	-$6.83K	0.13%	219
2024 Q3	$247K	Buy	2,578 +450	+21%	+$41.6K	0.13%	219
2024 Q2	$201K	Buy	+2,128	New	+$186K	0.1%	258
2024 Q1	–	Sell	-2,922	Closed	-$218K	–	254
2023 Q4	$218K	Buy	+2,922	New	+$200K	0.1%	260

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Everpar Advisors's IGM Position: Q4 2025 in Review

Everpar Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 4,462 shares — an estimated $562K sold.

Everpar Advisors first reported a position in IGM in Q4 2023 and held it in 7 quarters. The position peaked at $562K in Q3 2025. 509 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

Everpar Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 4,462 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $562K.
Everpar Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and held it in 7 quarters.
Everpar Advisors's iShares Expanded Tech Sector ETF position peaked at $562K in Q3 2025.
509 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.