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

Venturi 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 Q1	–	Sell	-150	Closed	-$15.3K	–	1186
2024 Q4	$15.3K	Hold	150	–	–	﹤0.01%	1330
2024 Q3	$14.4K	Hold	150	–	–	﹤0.01%	1108
2024 Q2	$14.1K	Hold	150	–	–	﹤0.01%	1024
2024 Q1	$12.9K	Hold	150	–	–	﹤0.01%	863
2023 Q4	$11.2K	Hold	150	–	–	﹤0.01%	854
2023 Q3	$9.55K	Hold	150	–	–	﹤0.01%	816
2023 Q2	$9.82K	Hold	150	–	–	﹤0.01%	657
2023 Q1	$8.48K	Buy	+150	New	+$7.82K	﹤0.01%	743

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Venturi Wealth Management's IGM Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2025, closing a stake of 150 shares — an estimated $15.3K sold.

Venturi Wealth Management first reported a position in IGM in Q1 2023 and held it in 8 quarters. The position peaked at $15.3K in Q4 2024. 420 funds tracked by Wall St. Rank hold IGM as of Q1 2025.

Venturi Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 150 iShares Expanded Tech Sector ETF shares in Q1 2025, an estimated $15.3K.
Venturi Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's iShares Expanded Tech Sector ETF position peaked at $15.3K in Q4 2024.
420 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.