RWB
IGM icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return