Richard W. Paul & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Richard W. Paul & Associates’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	-318	Closed	-$32.5K	–	422
2024 Q4	$32.5K	Hold	318	–	–	0.01%	225
2024 Q3	$30.5K	Hold	318	–	–	0.01%	233
2024 Q2	$30K	Hold	318	–	–	0.01%	227
2024 Q1	$27.4K	Hold	318	–	–	0.01%	241
2023 Q4	$23.8K	Hold	318	–	–	0.01%	244
2023 Q3	$20.3K	Hold	318	–	–	0.01%	245
2023 Q2	$20.8K	Hold	318	–	–	0.01%	264
2023 Q1	$18K	Hold	318	–	–	0.01%	279
2022 Q4	$14.8K	Buy	+318	New	+$15.2K	0.01%	287

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Richard W. Paul & Associates's IGM Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2025, closing a stake of 318 shares — an estimated $32.5K sold.

Richard W. Paul & Associates first reported a position in IGM in Q4 2022 and held it in 9 quarters. The position peaked at $32.5K in Q4 2024. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

Richard W. Paul & Associates reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 318 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $32.5K.
Richard W. Paul & Associates first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's iShares Expanded Tech Sector ETF position peaked at $32.5K in Q4 2024.
420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.