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Patriot Financial Group Insurance Agency’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-4,788
Closed -$538K – 534
2025
Q2 		$538K Buy
4,788
+45
+0.9% +$4.42K 0.06% 299
2025
Q1 		$430K Buy
4,743
+455
+11% +$46K 0.06% 316
2024
Q4 		$438K Buy
4,288
+68
+2% +$6.83K 0.06% 305
2024
Q3 		$405K Buy
4,220
+486
+13% +$44.9K 0.05% 323
2024
Q2 		$352K Buy
3,734
+18
+0.5% +$1.58K 0.05% 330
2024
Q1 		$320K Buy
3,716
+104
+3% +$8.47K 0.05% 350
2023
Q4 		$270K Buy
3,612
+84
+2% +$5.74K 0.05% 356
2023
Q3 		$225K Sell
3,528
-174
-5% -$11.5K 0.05% 389
2023
Q2 		$242K Buy
3,702
+72
+2% +$4.28K 0.05% 384
2023
Q1 		$205K Buy
+3,630
New +$189K 0.04% 419
2022
Q3 		– Sell
-1,386
Closed -$68K – 1114
2022
Q2 		$68K Sell
1,386
-528
-28% -$29K 0.01% 638
2022
Q1 		$124K Buy
1,914
+1,776
+1,287% +$114K 0.02% 526
2021
Q4 		$10K Hold
138
– – ﹤0.01% 1486
2021
Q3 		$9K Hold
138
– – ﹤0.01% 1514
2021
Q2 		$9K Buy
+138
New +$8.79K ﹤0.01% 1475

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IGM Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 4,788 shares — an estimated $538K sold.

Patriot Financial Group Insurance Agency first reported a position in IGM in Q2 2021 and held it in 15 quarters. The position peaked at $538K in Q2 2025. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,788 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $538K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's iShares Expanded Tech Sector ETF position peaked at $538K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.