National Philanthropic Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

National Philanthropic Trust’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
2024 Q4	–	Sell	-12,101	Closed	-$1.16M	–	280
2024 Q3	$1.16M	Sell	12,101 -3,209	-21%	-$297K	0.02%	151
2024 Q2	$1.44M	Sell	15,310 -11,773	-43%	-$1.03M	0.03%	135
2024 Q1	$2.33M	Sell	27,083 -7,075	-21%	-$576K	0.05%	109
2023 Q4	$2.55M	Buy	+34,158	New	+$2.34M	0.07%	102

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

National Philanthropic Trust's IGM Position: Q4 2024 in Review

National Philanthropic Trust sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2024, closing a stake of 12,101 shares — an estimated $1.16M sold.

National Philanthropic Trust first reported a position in IGM in Q4 2023 and held it in 4 quarters. The position peaked at $2.55M in Q4 2023. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

National Philanthropic Trust reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2024 after selling out during the quarter.
National Philanthropic Trust sold 12,101 iShares Expanded Tech Sector ETF shares in Q4 2024, an estimated $1.16M.
National Philanthropic Trust first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and held it in 4 quarters.
National Philanthropic Trust's iShares Expanded Tech Sector ETF position peaked at $2.55M in Q4 2023.
415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on National Philanthropic Trust's 13F filing for Q4 2024, filed 15 May 2026.