Level Four Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Level Four Advisory 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 Q4	–	Sell	-2,062	Closed	-$260K	–	860
2025 Q3	$260K	Buy	+2,062	New	+$243K	0.01%	699
2023 Q3	–	Sell	-3,078	Closed	-$201K	–	807
2023 Q2	$201K	Buy	+3,078	New	+$183K	0.01%	744

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Level Four Advisory Services's IGM Position: Q4 2025 in Review

Level Four Advisory Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 2,062 shares — an estimated $260K sold.

Level Four Advisory Services first reported a position in IGM in Q2 2023 and held it in 2 quarters. The position peaked at $260K in Q3 2025. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

Level Four Advisory Services reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 2,062 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $260K.
Level Four Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and held it in 2 quarters.
Level Four Advisory Services's iShares Expanded Tech Sector ETF position peaked at $260K in Q3 2025.
511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.