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Vantage Financial Partners (Wisconsin)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$12.4M Sell
96,098
-174
-0.2% -$22.5K 2.52% 10
2025
Q3 		$12.1M Buy
96,272
+9,609
+11% +$1.13M 2.55% 10
2025
Q2 		$9.74M Buy
+86,663
New +$8.51M 2.25% 10

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

Vantage Financial Partners (Wisconsin)'s IGM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.18% in Q4 2025, selling an estimated $22.5K and leaving 96,098 shares worth $12.4M. The position accounts for 2.52% of the portfolio, ranked #10.

Vantage Financial Partners (Wisconsin) first reported a position in IGM in Q2 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 96,098 shares of iShares Expanded Tech Sector ETF worth $12.4M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 174 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $22.5K.
  • iShares Expanded Tech Sector ETF made up 2.52% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #10 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.