MF
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Montis Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Montis Financial’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
2026
Q1 		– Sell
-1,621
Closed -$209K – 154
2025
Q4 		$209K Hold
1,621
– – 0.04% 151
2025
Q3 		$204K Buy
+1,621
New +$191K 0.05% 153

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Montis Financial's IGM Position: Q1 2026 in Review

Montis Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 1,621 shares — an estimated $209K sold.

Montis Financial first reported a position in IGM in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 511 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Montis Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 1,621 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $209K.
  • Montis Financial first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 2 quarters.
  • Montis Financial's iShares Expanded Tech Sector ETF position peaked at $209K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.