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J.W. Cole Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

J.W. Cole 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
-7,134
Closed -$898K – 1532
2025
Q3 		$898K Buy
7,134
+1
+0% +$118 0.02% 759
2025
Q2 		$801K Buy
+7,133
New +$701K 0.02% 748
2025
Q1 		– Sell
-6,012
Closed -$614K – 1308
2024
Q4 		$614K Hold
6,012
– – 0.02% 547
2024
Q3 		$577K Hold
6,012
– – 0.02% 551
2024
Q2 		$567K Hold
6,012
– – 0.03% 498
2024
Q1 		$521K Hold
6,012
– – 0.03% 525
2023
Q4 		$449K Buy
+6,012
New +$411K 0.03% 520

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 22.96% 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

J.W. Cole Advisors's IGM Position: Q4 2025 in Review

J.W. Cole Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 7,134 shares — an estimated $898K sold.

J.W. Cole Advisors first reported a position in IGM in Q4 2023 and held it in 7 quarters. The position peaked at $898K in Q3 2025. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • J.W. Cole Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 7,134 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $898K.
  • J.W. Cole Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and held it in 7 quarters.
  • J.W. Cole Advisors's iShares Expanded Tech Sector ETF position peaked at $898K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.