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GM Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

GM Advisory Group’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 		$11.8M Sell
99,698
-646
-0.6% -$81.3K 0.46% 41
2025
Q4 		$13M Buy
100,344
+455
+0.5% +$58.9K 0.51% 40
2025
Q3 		$12.6M Buy
99,889
+1,457
+1% +$172K 0.54% 40
2025
Q2 		$11.1M Buy
98,432
+3,134
+3% +$308K 0.55% 36
2025
Q1 		$8.64M Sell
95,298
-3,602
-4% -$364K 0.47% 41
2024
Q4 		$10.1M Sell
98,900
-472
-0.5% -$47.4K 0.56% 35
2024
Q3 		$9.53M Sell
99,372
-194,305
-66% -$18M 0.57% 36
2024
Q2 		$27.7M Buy
293,677
+5,958
+2% +$522K 1.79% 18
2024
Q1 		$24.8M Buy
287,719
+16,987
+6% +$1.38M 1.74% 15
2023
Q4 		$20.2M Sell
270,732
-10,878
-4% -$744K 1.53% 16
2023
Q3 		$17.9M Buy
281,610
+5,976
+2% +$394K 1.47% 15
2023
Q2 		$18M Buy
275,634
+8,946
+3% +$532K 1.49% 15
2023
Q1 		$15.1M Buy
266,688
+214,950
+415% +$11.2M 1.37% 15
2022
Q4 		$2.41M Sell
51,738
-23,544
-31% -$1.13M 0.26% 43
2022
Q3 		$3.47M Sell
75,282
-2,064
-3% -$109K 0.44% 29
2022
Q2 		$3.79M Sell
77,346
-88,836
-53% -$4.87M 0.59% 27
2022
Q1 		$10.8M Sell
166,182
-616,482
-79% -$39.7M 1.28% 19
2021
Q4 		$57.3M Buy
782,664
+48,912
+7% +$3.52M 5.1% 3
2021
Q3 		$49.4M Buy
733,752
+23,592
+3% +$1.64M 4.98% 3
2021
Q2 		$47.8M Buy
710,160
+704,406
+12,242% +$44.9M 4.9% 3
2021
Q1 		$346K Buy
5,754
+954
+20% +$57.1K 0.04% 148
2020
Q4 		$280K Buy
+4,800
New +$263K 0.04% 142

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GM Advisory Group's IGM Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.64% in Q1 2026, selling an estimated $81.3K and leaving 99,698 shares worth $11.8M. The position accounts for 0.46% of the portfolio, ranked #41.

GM Advisory Group first reported a position in IGM in Q4 2020 and has held it in 22 quarters since. The position peaked at $57.3M in Q4 2021. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • GM Advisory Group held 99,698 shares of iShares Expanded Tech Sector ETF worth $11.8M as of Q1 2026.
  • GM Advisory Group sold 646 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $81.3K.
  • iShares Expanded Tech Sector ETF made up 0.46% of GM Advisory Group's portfolio in Q1 2026, its #41 holding.
  • GM Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and has held it in 22 quarters since.
  • GM Advisory Group's iShares Expanded Tech Sector ETF position peaked at $57.3M in Q4 2021.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.