LGT Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

LGT Financial 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	-38	Closed	-$4.79K	–	307
2025 Q3	$4.79K	Sell	38 -1	-3%	-$118	0.01%	309
2025 Q2	$4.4K	Sell	39 -225	-85%	-$22.1K	0.01%	305
2025 Q1	$23.9K	Buy	264 +228	+633%	+$23K	0.07%	142
2024 Q4	$3.67K	Sell	36 -3	-8%	-$302	0.01%	593
2024 Q3	$3.74K	Buy	+39	New	+$3.6K	0.01%	582
2023 Q3	–	Sell	-900	Closed	-$58.9K	–	936
2023 Q2	$58.9K	Buy	+900	New	+$53.5K	0.06%	160
2023 Q1	–	Sell	-900	Closed	-$42K	–	135
2022 Q4	$42K	Buy	+900	New	+$43.1K	0.05%	136

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

LGT Financial Advisors's IGM Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 38 shares — an estimated $4.79K sold.

LGT Financial Advisors first reported a position in IGM in Q4 2022 and held it in 7 quarters. The position peaked at $58.9K in Q2 2023. 509 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 38 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $4.79K.
LGT Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and held it in 7 quarters.
LGT Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $58.9K in Q2 2023.
509 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.