HWA
IGM icon

Heartwood Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-120
Closed -$15.1K – 394
2025
Q3 		$15.1K Buy
+120
New +$14.2K ﹤0.01% 368

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heartwood Wealth Advisors's IGM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 120 shares — an estimated $15.1K sold.

Heartwood Wealth Advisors first reported a position in IGM in Q3 2025 and held it in 1 quarter. The position peaked at $15.1K in Q3 2025. 512 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 120 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $15.1K.
  • Heartwood Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $15.1K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.