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Financial Advocates Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Financial Advocates Investment 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 		– Sell
-2,823
Closed -$317K – 311
2025
Q2 		$317K Sell
2,823
-1
-0% -$98 0.03% 486
2025
Q1 		$256K Sell
2,824
-10
-0.4% -$1.01K 0.02% 602
2024
Q4 		$289K Buy
2,834
+9
+0.3% +$905 0.02% 603
2024
Q3 		$271K Sell
2,825
-124
-4% -$11.5K 0.02% 633
2024
Q2 		$278K Buy
2,949
+1
+0% +$88 0.02% 593
2024
Q1 		$254K Buy
2,948
+2
+0.1% +$163 0.01% 654
2023
Q4 		$220K Buy
+2,946
New +$201K 0.01% 662
2023
Q3 		– Sell
-3,210
Closed -$210K – 716
2023
Q2 		$210K Buy
+3,210
New +$191K 0.02% 636
2022
Q3 		– Sell
-6,834
Closed -$336K – 785
2022
Q2 		$336K Sell
6,834
-1,032
-13% -$56.6K 0.03% 484
2022
Q1 		$509K Sell
7,866
-6
-0.1% -$386 0.03% 435
2021
Q4 		$576K Sell
7,872
-1,212
-13% -$87.1K 0.04% 450
2021
Q3 		$611K Sell
9,084
-216
-2% -$15K 0.04% 433
2021
Q2 		$626K Sell
9,300
-450
-5% -$28.7K 0.04% 430
2021
Q1 		$586K Buy
9,750
+1,218
+14% +$72.9K 0.04% 444
2020
Q4 		$498K Sell
8,532
-228
-3% -$12.5K 0.03% 453
2020
Q3 		$451K Sell
8,760
-1,518
-15% -$76.6K 0.04% 392
2020
Q2 		$481K Buy
+10,278
New +$432K 0.05% 363

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Financial Advocates Investment Management's IGM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 2,823 shares — an estimated $317K sold.

Financial Advocates Investment Management first reported a position in IGM in Q2 2020 and held it in 17 quarters. The position peaked at $626K in Q2 2021. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,823 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $317K.
  • Financial Advocates Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's iShares Expanded Tech Sector ETF position peaked at $626K in Q2 2021.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.