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

Financial Management Professionals’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
-18,181
Closed -$2.35M – 996
2025
Q4 		$2.35M Buy
+18,181
New +$2.35M 0.24% 35
2016
Q2 		– Sell
-148,536
Closed -$2.74M – 430
2016
Q1 		$2.74M Buy
148,536
+1,188
+0.8% +$20.4K 1.42% 16
2015
Q4 		$2.72M Buy
+147,348
New +$2.71M 1.39% 20

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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 $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

Financial Management Professionals's IGM Position: Q1 2026 in Review

Financial Management Professionals sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 18,181 shares — an estimated $2.35M sold.

Financial Management Professionals first reported a position in IGM in Q4 2015 and held it in 3 quarters. The position peaked at $2.74M in Q1 2016. 510 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Financial Management Professionals reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Management Professionals sold 18,181 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $2.35M.
  • Financial Management Professionals first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and held it in 3 quarters.
  • Financial Management Professionals's iShares Expanded Tech Sector ETF position peaked at $2.74M in Q1 2016.
  • 510 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.