Tyler-Stone Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Tyler-Stone Wealth Management’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	$1.41M	Sell	12,572 -184	-1%	-$18.1K	0.23%	91
2025 Q1	$1.16M	Sell	12,756 -4,763	-27%	-$481K	0.21%	93
2024 Q4	$1.79M	Buy	17,519 +1,693	+11%	+$170K	0.32%	60
2024 Q3	$1.52M	Buy	15,826 +7,915	+100%	+$731K	0.29%	75
2024 Q2	$746K	Hold	7,911	–	–	0.31%	63
2024 Q1	$682K	Buy	7,911 +159	+2%	+$13K	0.3%	69
2023 Q4	$579K	Buy	7,752 +12	+0.2%	+$820	0.29%	72
2023 Q3	$493K	Buy	7,740 +390	+5%	+$25.7K	0.28%	73
2023 Q2	$481K	Buy	+7,350	New	+$437K	0.27%	75
2022 Q4	$330K	Buy	7,062 +12	+0.2%	+$575	0.22%	99
2022 Q3	$325K	Buy	7,050 +150	+2%	+$7.91K	0.25%	88
2022 Q2	$339K	Buy	6,900 +48	+0.7%	+$2.63K	0.23%	96
2022 Q1	$444K	Buy	6,852 +1,914	+39%	+$123K	0.24%	83
2021 Q4	$361K	Buy	+4,938	New	+$355K	0.19%	106

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's IGM Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.4% in Q2 2025, selling an estimated $18.1K and leaving 12,572 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #91.

Tyler-Stone Wealth Management first reported a position in IGM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Tyler-Stone Wealth Management held 12,572 shares of iShares Expanded Tech Sector ETF worth $1.41M as of Q2 2025.
Tyler-Stone Wealth Management sold 184 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $18.1K.
iShares Expanded Tech Sector ETF made up 0.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #91 holding.
Tyler-Stone Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Expanded Tech Sector ETF position peaked at $1.79M in Q4 2024.
456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.