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

Mayflower 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
Q3 		– Sell
-2,312
Closed -$260K – 411
2025
Q2 		$260K Sell
2,312
-313
-12% -$30.7K 0.04% 338
2025
Q1 		$238K Buy
2,625
+497
+23% +$50.2K 0.04% 348
2024
Q4 		$217K Sell
2,128
-34
-2% -$3.42K 0.03% 359
2024
Q3 		$207K Buy
+2,162
New +$200K 0.03% 358
2023
Q3 		– Sell
-3,510
Closed -$230K – 352
2023
Q2 		$230K Sell
3,510
-42
-1% -$2.5K 0.03% 317
2023
Q1 		$201K Buy
+3,552
New +$185K 0.03% 333

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 $74.2B AUM 21.09% 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 $4.14B AUM 15.99% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return