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Old Point Trust & Financial Services N A’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Old Point Trust & Financial Services N A’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
-300
Closed -$37.8K – 339
2025
Q3 		$37.8K Hold
300
– – 0.01% 198
2025
Q2 		$33.7K Hold
300
– – 0.01% 197
2025
Q1 		$27.2K Hold
300
– – 0.01% 227
2024
Q4 		$30.6K Buy
+300
New +$30.2K 0.01% 207

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Old Point Trust & Financial Services N A's IGM Position: Q4 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 300 shares — an estimated $37.8K sold.

Old Point Trust & Financial Services N A first reported a position in IGM in Q4 2024 and held it in 4 quarters. The position peaked at $37.8K in Q3 2025. 512 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 300 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $37.8K.
  • Old Point Trust & Financial Services N A first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 4 quarters.
  • Old Point Trust & Financial Services N A's iShares Expanded Tech Sector ETF position peaked at $37.8K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2025, filed 26 Jan 2026.