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

Financial Gravity 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 Q1	$25.6K	Buy	+282	New	+$28.5K	0.01%	439
2024 Q2	$26.6K	Buy	282 +202	+253%	+$17.7K	0.01%	348
2024 Q1	$35.9K	Sell	80 -400	-83%	-$32.6K	0.01%	299
2023 Q4	$35.9K	Buy	+480	New	+$32.8K	0.01%	300
2019 Q4	$242K	Buy	+1,074	New	+$40.9K	0.17%	82

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Financial Gravity Asset Management's IGM Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2025: 282 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IGM as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in IGM in Q4 2019 and has held it in 5 quarters since. The position peaked at $242K in Q4 2019. 422 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

Financial Gravity Asset Management held 282 shares of iShares Expanded Tech Sector ETF worth $25.6K as of Q1 2025.
iShares Expanded Tech Sector ETF was a new Financial Gravity Asset Management position in Q1 2025.
iShares Expanded Tech Sector ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #439 holding.
Financial Gravity Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and has held it in 5 quarters since.
Financial Gravity Asset Management's iShares Expanded Tech Sector ETF position peaked at $242K in Q4 2019.
422 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.