RMR Wealth Builders’s iShares Expanded Tech Sector ETF IGM Stock Holding History

RMR Wealth Builders’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	-9,588	Closed	-$979K	–	268
2024 Q4	$979K	Sell	9,588 -26	-0.3%	-$2.61K	0.1%	110
2024 Q3	$922K	Sell	9,614 -56	-0.6%	-$5.17K	0.1%	107
2024 Q2	$912K	Sell	9,670 -643	-6%	-$56.3K	0.1%	104
2024 Q1	$889K	Buy	10,313 +1,157	+13%	+$94.2K	0.11%	106
2023 Q4	$684K	Sell	9,156 -654	-7%	-$44.7K	0.1%	113
2023 Q3	$625K	Buy	9,810 +12	+0.1%	+$791	0.1%	116
2023 Q2	$642K	Buy	9,798 +3,510	+56%	+$209K	0.11%	94
2023 Q1	$356K	Buy	+6,288	New	+$328K	0.07%	143

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RMR Wealth Builders's IGM Position: Q1 2025 in Review

RMR Wealth Builders sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2025, closing a stake of 9,588 shares — an estimated $979K sold.

RMR Wealth Builders first reported a position in IGM in Q1 2023 and held it in 8 quarters. The position peaked at $979K in Q4 2024. 422 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

RMR Wealth Builders reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2025 after selling out during the quarter.
RMR Wealth Builders sold 9,588 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $979K.
RMR Wealth Builders first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and held it in 8 quarters.
RMR Wealth Builders's iShares Expanded Tech Sector ETF position peaked at $979K in Q4 2024.
422 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.