One Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

One Capital 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 Q2	–	Sell	-23,776	Closed	-$2.16M	–	490
2025 Q1	$2.16M	Sell	23,776 -12,195	-34%	-$1.23M	0.07%	161
2024 Q4	$3.67M	Sell	35,971 -984	-3%	-$98.9K	0.12%	133
2024 Q3	$3.55M	Buy	36,955 +6,451	+21%	+$596K	0.11%	138
2024 Q2	$2.88M	Buy	30,504 +654	+2%	+$57.3K	0.1%	148
2024 Q1	$2.57M	Hold	29,850	–	–	0.09%	134
2023 Q4	$2.23M	Sell	29,850 -2,880	-9%	-$197K	0.09%	140
2023 Q3	$2.08M	Buy	+32,730	New	+$2.16M	0.09%	138

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

One Capital Management's IGM Position: Q2 2025 in Review

One Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2025, closing a stake of 23,776 shares — an estimated $2.16M sold.

One Capital Management first reported a position in IGM in Q3 2023 and held it in 7 quarters. The position peaked at $3.67M in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

One Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2025 after selling out during the quarter.
One Capital Management sold 23,776 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $2.16M.
One Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2023 and held it in 7 quarters.
One Capital Management's iShares Expanded Tech Sector ETF position peaked at $3.67M in Q4 2024.
456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on One Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.