TFF
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The Family Firm’s iShares Expanded Tech Sector ETF IGM Stock Holding History

The Family Firm’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
Q2 		$1.74M Buy
15,509
+1,684
+12% +$165K 0.42% 57
2025
Q1 		$1.25M Buy
13,825
+1,596
+13% +$161K 0.28% 71
2024
Q4 		$1.25M Sell
12,229
-201
-2% -$20.2K 0.28% 68
2024
Q3 		$1.19M Buy
12,430
+639
+5% +$59.1K 0.26% 73
2024
Q2 		$1.11M Sell
11,791
-883
-7% -$77.3K 0.25% 72
2024
Q1 		$1.09M Sell
12,674
-4
-0% -$326 0.27% 69
2023
Q4 		$947K Sell
12,678
-558
-4% -$38.2K 0.24% 73
2023
Q3 		$843K Sell
13,236
-4,188
-24% -$276K 0.24% 73
2023
Q2 		$1.14M Sell
17,424
-2,274
-12% -$135K 0.3% 62
2023
Q1 		$1.11M Sell
19,698
-462
-2% -$24.1K 0.31% 61
2022
Q4 		$941K Buy
20,160
+4,986
+33% +$239K 0.28% 71
2022
Q3 		$699K Sell
15,174
-1,992
-12% -$105K 0.22% 82
2022
Q2 		$842K Buy
17,166
+588
+4% +$32.3K 0.25% 73
2022
Q1 		$1.07M Sell
16,578
-708
-4% -$45.6K 0.28% 71
2021
Q4 		$1.26M Buy
17,286
+6
+0% +$431 0.33% 61
2021
Q3 		$1.23M Buy
17,280
+12
+0.1% +$834 0.32% 63
2021
Q2 		$1.16M Buy
17,268
+12
+0.1% +$764 0.32% 62
2021
Q1 		$1.04M Hold
17,256
– – 0.3% 65
2020
Q4 		$991K Sell
17,256
-780
-4% -$42.7K 0.3% 62
2020
Q3 		$929K Buy
18,036
+12
+0.1% +$605 0.33% 57
2020
Q2 		$839K Buy
18,024
+42
+0.2% +$1.76K 0.31% 57
2020
Q1 		$635K Buy
17,982
+672
+4% +$26.9K 0.27% 61
2019
Q4 		$699K Sell
17,310
-870
-5% -$33.1K 0.24% 67
2019
Q3 		$658K Hold
18,180
– – 0.23% 67
2019
Q2 		$653K Buy
18,180
+18
+0.1% +$636 0.23% 68
2019
Q1 		$624K Sell
18,162
-1,968
-10% -$63.2K 0.23% 67
2018
Q4 		$576K Buy
20,130
+7,194
+56% +$222K 0.23% 65
2018
Q3 		$451K Sell
12,936
-618
-5% -$21K 0.16% 82
2018
Q2 		$436K Hold
13,554
– – 0.16% 80
2018
Q1 		$405K Sell
13,554
-4,482
-25% -$136K 0.16% 85
2017
Q4 		$507K Sell
18,036
-138
-0.8% -$3.81K 0.2% 68
2017
Q3 		$470K Buy
18,174
+24
+0.1% +$606 0.2% 72
2017
Q2 		$438K Hold
18,150
– – 0.19% 72
2017
Q1 		$419K Sell
18,150
-2,274
-11% -$50.5K 0.2% 67
2016
Q4 		$421K Sell
20,424
-6
-0% -$123 0.2% 69
2016
Q3 		$421K Sell
20,430
-90
-0.4% -$1.78K 0.2% 68
2016
Q2 		$376K Buy
20,520
+1,212
+6% +$22.2K 0.19% 68
2016
Q1 		$356K Buy
19,308
+72
+0.4% +$1.24K 0.18% 69
2015
Q4 		$355K Sell
19,236
-132
-0.7% -$2.43K 0.19% 72
2015
Q3 		$324K Sell
19,368
-552
-3% -$9.57K 0.18% 73
2015
Q2 		$344K Sell
19,920
-2,880
-13% -$51K 0.18% 75
2015
Q1 		$392K Buy
22,800
+1,878
+9% +$32.2K 0.2% 71
2014
Q4 		$355K Buy
+20,922
New +$345K 0.18% 74

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

The Family Firm's IGM Position: Q2 2025 in Review

The Family Firm increased its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q2 2025, buying an estimated $165K and bringing the position to 15,509 shares worth $1.74M. The position accounts for 0.42% of the portfolio, ranked #57.

The Family Firm first reported a position in IGM in Q4 2014 and has held it in 43 quarters since. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

  • The Family Firm held 15,509 shares of iShares Expanded Tech Sector ETF worth $1.74M as of Q2 2025.
  • The Family Firm bought 1,684 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $165K.
  • iShares Expanded Tech Sector ETF made up 0.42% of The Family Firm's portfolio in Q2 2025, its #57 holding.
  • The Family Firm first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 43 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.