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

Waypoint Wealth Counsel’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
Q3 		– Sell
-2,993
Closed -$336K – 280
2025
Q2 		$336K Sell
2,993
-2,275
-43% -$223K 0.17% 99
2025
Q1 		$478K Buy
5,268
+3
+0.1% +$303 0.3% 57
2024
Q4 		$537K Buy
5,265
+3
+0.1% +$302 0.35% 49
2024
Q3 		$505K Buy
5,262
+2,054
+64% +$190K 0.34% 53
2024
Q2 		$303K Buy
+3,208
New +$281K 0.23% 63

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Waypoint Wealth Counsel's IGM Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2025, closing a stake of 2,993 shares — an estimated $336K sold.

Waypoint Wealth Counsel first reported a position in IGM in Q2 2024 and held it in 5 quarters. The position peaked at $537K in Q4 2024. 497 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

  • Waypoint Wealth Counsel reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,993 iShares Expanded Tech Sector ETF shares in Q3 2025, an estimated $336K.
  • Waypoint Wealth Counsel first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and held it in 5 quarters.
  • Waypoint Wealth Counsel's iShares Expanded Tech Sector ETF position peaked at $537K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.