5L
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55I LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

55I LLC’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
2022
Q3 		$4.27M Buy
92,712
+33,006
+55% +$1.74M 0.12% 111
2022
Q2 		$2.93M Sell
59,706
-13,566
-19% -$744K 0.08% 142
2022
Q1 		$4.75M Buy
+73,272
New +$4.72M 0.11% 125

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

55I LLC's IGM Position: Q3 2022 in Review

55I LLC increased its iShares Expanded Tech Sector ETF (IGM) stake by 55% in Q3 2022, buying an estimated $1.74M and bringing the position to 92,712 shares worth $4.27M. The position accounts for 0.12% of the portfolio, ranked #111.

55I LLC first reported a position in IGM in Q1 2022 and has held it in 3 quarters since. The position peaked at $4.75M in Q1 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • 55I LLC held 92,712 shares of iShares Expanded Tech Sector ETF worth $4.27M as of Q3 2022.
  • 55I LLC bought 33,006 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $1.74M.
  • iShares Expanded Tech Sector ETF made up 0.12% of 55I LLC's portfolio in Q3 2022, its #111 holding.
  • 55I LLC first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 3 quarters since.
  • 55I LLC's iShares Expanded Tech Sector ETF position peaked at $4.75M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.