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MA Private Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

MA Private Wealth’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
-1,986
Closed -$223K – 81
2025
Q2 		$223K Buy
+1,986
New +$195K 0.04% 79
2025
Q1 		– Sell
-2,098
Closed -$214K – 76
2024
Q4 		$214K Sell
2,098
-103
-5% -$10.4K 0.04% 72
2024
Q3 		$211K Buy
+2,201
New +$203K 0.04% 71

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $51.6B AUM 27.34% 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 $16.7B AUM 24.23% 1-Year Est. Return

MA Private Wealth's IGM Position: Q3 2025 in Review

MA Private Wealth sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 1,986 shares — an estimated $223K sold.

MA Private Wealth first reported a position in IGM in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • MA Private Wealth reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • MA Private Wealth sold 1,986 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $223K.
  • MA Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and held it in 3 quarters.
  • MA Private Wealth's iShares Expanded Tech Sector ETF position peaked at $223K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on MA Private Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.