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Patriot Investment Management Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Patriot Investment Management Group’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
-1,999
Closed -$225K – 244
2025
Q2 		$225K Buy
+1,999
New +$196K 0.02% 228
2025
Q1 		– Sell
-1,999
Closed -$204K – 232
2024
Q4 		$204K Buy
+1,999
New +$201K 0.02% 229
2024
Q1 		– Sell
-3,756
Closed -$280K – 244
2023
Q4 		$280K Hold
3,756
– – 0.02% 205
2023
Q3 		$239K Hold
3,756
– – 0.02% 216
2023
Q2 		$246K Sell
3,756
-348
-8% -$20.7K 0.02% 221
2023
Q1 		$232K Sell
4,104
-120
-3% -$6.26K 0.02% 224
2022
Q4 		$222K Buy
+4,224
New +$202K 0.02% 232
2022
Q3 		– Sell
-4,812
Closed -$236K – 242
2022
Q2 		$236K Hold
4,812
– – 0.02% 225
2022
Q1 		$311K Hold
4,812
– – 0.03% 216
2021
Q4 		$352K Sell
4,812
-6
-0.1% -$431 0.03% 203
2021
Q3 		$324K Hold
4,818
– – 0.03% 205
2021
Q2 		$324K Hold
4,818
– – 0.03% 204
2021
Q1 		$290K Hold
4,818
– – 0.03% 206
2020
Q4 		$281K Hold
4,818
– – 0.04% 159
2020
Q3 		$248K Hold
4,818
– – 0.03% 196
2020
Q2 		$224K Buy
+4,818
New +$202K 0.03% 202

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 $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 Investment Management Group's IGM Position: Q3 2025 in Review

Patriot Investment Management Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 1,999 shares — an estimated $225K sold.

Patriot Investment Management Group first reported a position in IGM in Q2 2020 and held it in 16 quarters. The position peaked at $352K in Q4 2021. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Patriot Investment Management Group reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,999 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $225K.
  • Patriot Investment Management Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 16 quarters.
  • Patriot Investment Management Group's iShares Expanded Tech Sector ETF position peaked at $352K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Patriot Investment Management Group's 13F filing for Q3 2025, filed 15 Oct 2025.