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Kelly Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-2,516
Closed -$283K – 121
2025
Q2 		$283K Buy
2,516
+219
+10% +$21.5K 0.08% 93
2025
Q1 		$208K Buy
+2,297
New +$232K 0.07% 107
2024
Q3 		– Sell
-802
Closed -$75.6K – 399
2024
Q2 		$75.6K Hold
802
– – 0.03% 185
2024
Q1 		$69.1K Buy
802
+4
+0.5% +$326 0.03% 183
2023
Q4 		$59.4K Buy
798
+12
+2% +$820 0.02% 187
2023
Q3 		$50.1K Sell
786
-378
-32% -$24.9K 0.02% 183
2023
Q2 		$76.3K Sell
1,164
-246
-17% -$14.6K 0.04% 149
2023
Q1 		$79.8K Buy
1,410
+78
+6% +$4.07K 0.04% 138
2022
Q4 		$62.2K Hold
1,332
– – 0.03% 151
2022
Q3 		$61.4K Sell
1,332
-66
-5% -$3.48K 0.04% 140
2022
Q2 		$68.6K Sell
1,398
-132
-9% -$7.24K 0.04% 136
2022
Q1 		$99.1K Sell
1,530
-160,422
-99% -$10.3M 0.04% 125
2021
Q4 		$11.8M Sell
161,952
-3,576
-2% -$257K 5.43% 6
2021
Q3 		$11.1M Sell
165,528
-70,048,260
-100% -$4.87B 6.27% 6
2021
Q2 		$29M Buy
70,213,788
+70,042,140
+40,806% +$4.46B 1.12% 10
2021
Q1 		$10.3M Sell
171,648
-6,270
-4% -$375K 6.42% 6
2020
Q4 		$10.4M Sell
177,918
-15,258
-8% -$836K 7.07% 6
2020
Q3 		$9.95M Buy
193,176
+128,502
+199% +$6.48M 7.15% 7
2020
Q2 		$3.01M Buy
+64,674
New +$2.72M 2.33% 9

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Kelly Financial Services's IGM Position: Q3 2025 in Review

Kelly Financial Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 2,516 shares — an estimated $283K sold.

Kelly Financial Services first reported a position in IGM in Q2 2020 and held it in 19 quarters. The position peaked at $29M in Q2 2021. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Kelly Financial Services reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Kelly Financial Services sold 2,516 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $283K.
  • Kelly Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 19 quarters.
  • Kelly Financial Services's iShares Expanded Tech Sector ETF position peaked at $29M in Q2 2021.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.