9258 Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

9258 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
2022 Q4	–	Sell	-6,234	Closed	-$287K	–	334
2022 Q3	$287K	Sell	6,234 -6,390	-51%	-$337K	0.07%	244
2022 Q2	$619K	Buy	12,624 +1,212	+11%	+$66.5K	0.16%	150
2022 Q1	$739K	Buy	+11,412	New	+$735K	0.17%	145

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SEIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

9258 Wealth Management's IGM Position: Q4 2022 in Review

9258 Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 6,234 shares — an estimated $287K sold.

9258 Wealth Management first reported a position in IGM in Q1 2022 and held it in 3 quarters. The position peaked at $739K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

9258 Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 6,234 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $287K.
9258 Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 3 quarters.
9258 Wealth Management's iShares Expanded Tech Sector ETF position peaked at $739K in Q1 2022.
251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.