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

WESPAC 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
2026
Q1 		– Sell
-2,597
Closed -$335K – 190
2025
Q4 		$335K Sell
2,597
-8,309
-76% -$1.08M 0.18% 127
2025
Q3 		$1.37M Buy
+10,906
New +$1.29M 0.8% 37
2024
Q3 		– Sell
-15,016
Closed -$1.42M – 156
2024
Q2 		$1.42M Sell
15,016
-5,090
-25% -$446K 1.11% 23
2024
Q1 		$1.73M Buy
20,106
+1,266
+7% +$103K 1.01% 24
2023
Q4 		$1.41M Buy
+18,840
New +$1.29M 0.98% 31
2022
Q1 		– Sell
-8,400
Closed -$615K – 122
2021
Q4 		$615K Sell
8,400
-8,400
-50% -$604K 0.41% 89
2021
Q3 		$1.13M Buy
16,800
+8,400
+100% +$584K 0.7% 58
2021
Q2 		$566K Hold
8,400
– – 1.08% 44
2021
Q1 		$505K Sell
8,400
-6,000
-42% -$359K 0.38% 84
2020
Q4 		$840K Buy
+14,400
New +$789K 0.65% 61
2019
Q3 		– Sell
-29,778
Closed -$1.07M – 109
2019
Q2 		$1.07M Buy
29,778
+5,250
+21% +$186K 0.8% 48
2019
Q1 		$693K Buy
+24,528
New +$788K 0.48% 63
2014
Q1 		– Sell
-135,432
Closed -$2.02M – 145
2013
Q4 		$2.02M Buy
135,432
+30,372
+29% +$426K 1.68% 10
2013
Q3 		$1.4M Buy
105,060
+3,450
+3% +$45K 1.63% 14
2013
Q2 		$1.26M Buy
+101,610
New +$1.25M 1.91% 15

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WESPAC Advisors's IGM Position: Q1 2026 in Review

WESPAC Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 2,597 shares — an estimated $335K sold.

WESPAC Advisors first reported a position in IGM in Q2 2013 and held it in 15 quarters. The position peaked at $2.02M in Q4 2013. 511 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • WESPAC Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors sold 2,597 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $335K.
  • WESPAC Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 15 quarters.
  • WESPAC Advisors's iShares Expanded Tech Sector ETF position peaked at $2.02M in Q4 2013.
  • 511 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.