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Spectrum Wealth Counsel’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Spectrum Wealth Counsel’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 		$3.01M Buy
33,206
+3,524
+12% +$356K 0.36% 59
2024
Q4 		$3.03M Buy
29,682
+77
+0.3% +$7.74K 0.36% 60
2024
Q3 		$2.84M Buy
+29,605
New +$2.74M 0.34% 63

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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
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

Spectrum Wealth Counsel's IGM Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q1 2025, buying an estimated $356K and bringing the position to 33,206 shares worth $3.01M. The position accounts for 0.36% of the portfolio, ranked #59.

Spectrum Wealth Counsel first reported a position in IGM in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.03M in Q4 2024. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

  • Spectrum Wealth Counsel held 33,206 shares of iShares Expanded Tech Sector ETF worth $3.01M as of Q1 2025.
  • Spectrum Wealth Counsel bought 3,524 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $356K.
  • iShares Expanded Tech Sector ETF made up 0.36% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #59 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's iShares Expanded Tech Sector ETF position peaked at $3.03M in Q4 2024.
  • 420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.