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

Transform Wealth’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 		$4.65M Sell
51,245
-47,322
-48% -$4.78M 0.28% 76
2024
Q4 		$10.1M Buy
98,567
+6,034
+7% +$606K 0.56% 49
2024
Q3 		$8.88M Buy
92,533
+29,490
+47% +$2.73M 0.59% 51
2024
Q2 		$5.95M Buy
63,043
+365
+0.6% +$32K 0.45% 61
2024
Q1 		$5.4M Buy
62,678
+4,700
+8% +$383K 0.51% 65
2023
Q4 		$4.33M Buy
57,978
+3,552
+7% +$243K 0.42% 77
2023
Q3 		$3.47M Buy
54,426
+54
+0.1% +$3.56K 0.37% 84
2023
Q2 		$3.56M Buy
54,372
+546
+1% +$32.5K 0.32% 93
2023
Q1 		$3.04M Buy
53,826
+7,068
+15% +$369K 0.29% 95
2022
Q4 		$2.18M Sell
46,758
-13,356
-22% -$640K 0.24% 96
2022
Q3 		$2.77M Buy
60,114
+4,110
+7% +$217K 0.36% 72
2022
Q2 		$2.75M Buy
56,004
+2,016
+4% +$111K 0.41% 68
2022
Q1 		$3.5M Buy
53,988
+4,632
+9% +$298K 0.39% 76
2021
Q4 		$3.61M Buy
49,356
+156
+0.3% +$11.2K 0.38% 72
2021
Q3 		$3.31M Buy
49,200
+420
+0.9% +$29.2K 0.38% 77
2021
Q2 		$3.28M Buy
48,780
+4,638
+11% +$295K 0.4% 77
2021
Q1 		$2.65M Sell
44,142
-4,050
-8% -$242K 0.53% 66
2020
Q4 		$2.81M Sell
48,192
-5,232
-10% -$287K 0.59% 60
2020
Q3 		$2.75M Sell
53,424
-144
-0.3% -$7.26K 0.44% 70
2020
Q2 		$2.49M Buy
53,568
+3,648
+7% +$153K 0.43% 66
2020
Q1 		$1.76M Sell
49,920
-84
-0.2% -$3.37K 0.38% 87
2019
Q4 		$2.02M Buy
50,004
+324
+0.7% +$12.3K 0.32% 93
2019
Q3 		$1.8M Sell
49,680
-564
-1% -$20.6K 0.32% 94
2019
Q2 		$1.81M Sell
50,244
-312
-0.6% -$11K 0.27% 101
2019
Q1 		$1.74M Buy
50,556
+3,156
+7% +$101K 0.32% 95
2018
Q4 		$1.36M Buy
47,400
+138
+0.3% +$4.27K 0.28% 102
2018
Q3 		$1.65M Buy
47,262
+2,550
+6% +$86.5K 0.29% 97
2018
Q2 		$1.44M Buy
44,712
+1,362
+3% +$43K 0.26% 112
2018
Q1 		$1.3M Buy
43,350
+810
+2% +$24.6K 0.25% 125
2017
Q4 		$1.2M Buy
42,540
+17,190
+68% +$475K 0.22% 138
2017
Q3 		$656K Buy
+25,350
New +$640K 0.23% 129
2017
Q2 		– Sell
-25,296
Closed -$584K – 80
2017
Q1 		$584K Buy
25,296
+1,458
+6% +$32.4K 0.22% 146
2016
Q4 		$492K Buy
23,838
+1,572
+7% +$32.3K 0.2% 150
2016
Q3 		$459K Buy
22,266
+1,668
+8% +$33K 0.2% 142
2016
Q2 		$378K Buy
+20,598
New +$377K 0.16% 160

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

Transform Wealth's IGM Position: Q1 2025 in Review

Transform Wealth reduced its iShares Expanded Tech Sector ETF (IGM) stake by 48% in Q1 2025, selling an estimated $4.78M and leaving 51,245 shares worth $4.65M. The position accounts for 0.28% of the portfolio, ranked #76.

Transform Wealth first reported a position in IGM in Q2 2016 and has held it in 35 quarters since. The position peaked at $10.1M in Q4 2024. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

  • Transform Wealth held 51,245 shares of iShares Expanded Tech Sector ETF worth $4.65M as of Q1 2025.
  • Transform Wealth sold 47,322 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $4.78M.
  • iShares Expanded Tech Sector ETF made up 0.28% of Transform Wealth's portfolio in Q1 2025, its #76 holding.
  • Transform Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2016 and has held it in 35 quarters since.
  • Transform Wealth's iShares Expanded Tech Sector ETF position peaked at $10.1M in Q4 2024.
  • 420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.