Wealthstream Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Wealthstream Advisors’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	$224K	Buy	+1,779	New	+$210K	0.03%	167

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Wealthstream Advisors's IGM Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q3 2025: 1,779 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings.

498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Wealthstream Advisors held 1,779 shares of iShares Expanded Tech Sector ETF worth $224K as of Q3 2025.
iShares Expanded Tech Sector ETF was a new Wealthstream Advisors position in Q3 2025.
iShares Expanded Tech Sector ETF made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #167 holding.
498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.