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Stuart Chaussee & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Stuart Chaussee & 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
Q4 		– Sell
-228,640
Closed -$28.8M – 63
2025
Q3 		$28.8M Sell
228,640
-828
-0.4% -$97.7K 6.28% 6
2025
Q2 		$25.8M Sell
229,468
-90
-0% -$8.84K 5.81% 7
2025
Q1 		$20.8M Sell
229,558
-2,034
-0.9% -$205K 5.19% 7
2024
Q4 		$23.6M Sell
231,592
-684
-0.3% -$68.7K 5.86% 6
2024
Q3 		$22.3M Sell
232,276
-2,370
-1% -$219K 5.85% 5
2024
Q2 		$22.1M Sell
234,646
-2,120
-0.9% -$186K 6.09% 5
2024
Q1 		$20.4M Sell
236,766
-4,398
-2% -$358K 5.87% 5
2023
Q4 		$18M Sell
241,164
-5,574
-2% -$381K 5.26% 5
2023
Q3 		$15.7M Sell
246,738
-1,272
-0.5% -$83.9K 5.23% 5
2023
Q2 		$16.2M Sell
248,010
-1,488
-0.6% -$88.5K 5.11% 5
2023
Q1 		$14.1M Sell
249,498
-1,020
-0.4% -$53.2K 4.79% 4
2022
Q4 		$11.7M Sell
250,518
-3,780
-1% -$181K 4.32% 4
2022
Q3 		$11.7M Sell
254,298
-1,926
-0.8% -$102K 27.17% 2
2022
Q2 		$12.6M Sell
256,224
-1,596
-0.6% -$87.5K 27.18% 2
2022
Q1 		$16.7M Sell
257,820
-4,380
-2% -$282K 7.95% 6
2021
Q4 		$19.2M Sell
262,200
-16,548
-6% -$1.19M 8.26% 6
2021
Q3 		$18.8M Sell
278,748
-450
-0.2% -$31.3K 29.22% 2
2021
Q2 		$18.8M Sell
279,198
-407,748
-59% -$26M 8.31% 7
2021
Q1 		$41.3M Sell
686,946
-2,004
-0.3% -$120K 15.91% 3
2020
Q4 		$40.2M Buy
688,950
+5,586
+0.8% +$306K 16.19% 3
2020
Q3 		$35.2M Buy
683,364
+13,032
+2% +$657K 16.02% 3
2020
Q2 		$31.2M Buy
670,332
+266,322
+66% +$11.2M 16.25% 3
2020
Q1 		$14.3M Buy
+404,010
New +$16.2M 13.49% 4

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stuart Chaussee & Associates's IGM Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 228,640 shares — an estimated $28.8M sold.

Stuart Chaussee & Associates first reported a position in IGM in Q1 2020 and held it in 23 quarters. The position peaked at $41.3M in Q1 2021. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 228,640 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $28.8M.
  • Stuart Chaussee & Associates first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and held it in 23 quarters.
  • Stuart Chaussee & Associates's iShares Expanded Tech Sector ETF position peaked at $41.3M in Q1 2021.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.