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

Grassi 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 Q2	$410K	Sell	3,650 -605	-14%	-$59.4K	0.03%	99
2025 Q1	$386K	Hold	4,255	–	–	0.04%	101
2024 Q4	$434K	Hold	4,255	–	–	0.04%	99
2024 Q3	$408K	Sell	4,255 -100	-2%	-$9.24K	0.04%	101
2024 Q2	$411K	Sell	4,355 -1,200	-22%	-$105K	0.04%	106
2024 Q1	$479K	Sell	5,555 -1	-0%	-$81	0.04%	97
2023 Q4	$415K	Hold	5,556	–	–	0.04%	99
2023 Q3	$354K	Sell	5,556 -900	-14%	-$59.3K	0.04%	99
2023 Q2	$423K	Hold	6,456	–	–	0.05%	98
2023 Q1	$365K	Sell	6,456 -540	-8%	-$28.2K	0.05%	98
2022 Q4	$326K	Hold	6,996	–	–	0.04%	97
2022 Q3	$322K	Hold	6,996	–	–	0.05%	100
2022 Q2	$343K	Hold	6,996	–	–	0.05%	100
2022 Q1	$453K	Hold	6,996	–	–	0.05%	101
2021 Q4	$512K	Hold	6,996	–	–	0.05%	105
2021 Q3	$471K	Sell	6,996 -60	-0.9%	-$4.17K	0.05%	105
2021 Q2	$475K	Hold	7,056	–	–	0.05%	108
2021 Q1	$424K	Hold	7,056	–	–	0.05%	108
2020 Q4	$411K	Hold	7,056	–	–	0.05%	104
2020 Q3	$363K	Hold	7,056	–	–	0.05%	102
2020 Q2	$328K	Buy	+7,056	New	+$297K	0.05%	104
2019 Q2	–	Sell	-7,956	Closed	-$273K	–	125
2019 Q1	$273K	Buy	+7,956	New	+$256K	0.04%	117

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Equitable Holdings New York $15.5B AUM 19.09% 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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grassi Investment Management's IGM Position: Q2 2025 in Review

Grassi Investment Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 14% in Q2 2025, selling an estimated $59.4K and leaving 3,650 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #99.

Grassi Investment Management first reported a position in IGM in Q1 2019 and has held it in 22 quarters since. The position peaked at $512K in Q4 2021. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Grassi Investment Management held 3,650 shares of iShares Expanded Tech Sector ETF worth $410K as of Q2 2025.
Grassi Investment Management sold 605 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $59.4K.
iShares Expanded Tech Sector ETF made up 0.03% of Grassi Investment Management's portfolio in Q2 2025, its #99 holding.
Grassi Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 22 quarters since.
Grassi Investment Management's iShares Expanded Tech Sector ETF position peaked at $512K in Q4 2021.
456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.