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 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

Mayflower Financial Advisors's IGM Position: Q3 2025 in Review

Mayflower Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 2,312 shares — an estimated $260K sold.

Mayflower Financial Advisors first reported a position in IGM in Q1 2023 and held it in 6 quarters. The position peaked at $260K in Q2 2025. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Mayflower Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 2,312 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $260K.
Mayflower Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and held it in 6 quarters.
Mayflower Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $260K in Q2 2025.
498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Mayflower Financial Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.