OPS
IGM icon

Orion Portfolio Solutions’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-2,503
Closed -$256K – 1925
2024
Q4 		$256K Buy
+2,503
New +$252K ﹤0.01% 1631

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Orion Portfolio Solutions's IGM Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2025, closing a stake of 2,503 shares — an estimated $256K sold.

Orion Portfolio Solutions first reported a position in IGM in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 422 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,503 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $256K.
  • Orion Portfolio Solutions first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares Expanded Tech Sector ETF position peaked at $256K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.