Marshall Wace’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Marshall Wace’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	-27,442	Closed	-$3.08M	–	3106
2025 Q2	$3.08M	Buy	+27,442	New	+$2.7M	﹤0.01%	1361
2024 Q4	–	Sell	-4,433	Closed	-$425K	–	2769
2024 Q3	$425K	Buy	+4,433	New	+$410K	﹤0.01%	1979
2022 Q1	–	Sell	-2,124	Closed	-$155K	–	3633
2021 Q4	$155K	Buy	+2,124	New	+$153K	﹤0.01%	3247
2020 Q1	–	Sell	-1,422	Closed	-$57K	–	1836
2019 Q4	$57K	Buy	+1,422	New	+$54.2K	﹤0.01%	1533

Other funds holding IGM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Marshall Wace's IGM Position: Q3 2025 in Review

Marshall Wace sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 27,442 shares — an estimated $3.08M sold.

Marshall Wace first reported a position in IGM in Q4 2019 and held it in 4 quarters. The position peaked at $3.08M in Q2 2025. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Marshall Wace reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 27,442 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $3.08M.
Marshall Wace first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 4 quarters.
Marshall Wace's iShares Expanded Tech Sector ETF position peaked at $3.08M in Q2 2025.
498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.