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Moulton Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Moulton Wealth Management’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
Q4 		– Sell
-22,489
Closed -$2.83M – 46
2025
Q3 		$2.83M Buy
+22,489
New +$2.65M 2.06% 13

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moulton Wealth Management's IGM Position: Q4 2025 in Review

Moulton Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 22,489 shares — an estimated $2.83M sold.

Moulton Wealth Management first reported a position in IGM in Q3 2025 and held it in 1 quarter. The position peaked at $2.83M in Q3 2025. 509 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Moulton Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Moulton Wealth Management sold 22,489 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $2.83M.
  • Moulton Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 1 quarter.
  • Moulton Wealth Management's iShares Expanded Tech Sector ETF position peaked at $2.83M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Moulton Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.