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

Advisors Preferred’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
2024
Q3 		– Sell
-3,616
Closed -$343K – 221
2024
Q2 		$343K Buy
3,616
+1,804
+100% +$158K 0.06% 110
2024
Q1 		$157K Buy
+1,812
New +$148K 0.03% 128
2018
Q4 		– Sell
-4,644
Closed -$162K – 165
2018
Q3 		$162K Buy
4,644
+138
+3% +$4.68K 0.07% 92
2018
Q2 		$145K Buy
4,506
+3,036
+207% +$95.7K 0.06% 112
2018
Q1 		$44K Sell
1,470
-2,652
-64% -$80.5K 0.02% 168
2017
Q4 		$116K Buy
+4,122
New +$114K 0.05% 112
2017
Q3 		– Sell
-1,560
Closed -$38K – 246
2017
Q2 		$38K Buy
+1,560
New +$37.5K 0.02% 155
2016
Q4 		– Sell
-2,514
Closed -$52K – 230
2016
Q3 		$52K Buy
+2,514
New +$49.8K 0.02% 145
2016
Q1 		– Sell
-2,736
Closed -$50K – 228
2015
Q4 		$50K Buy
2,736
+1,878
+219% +$34.6K 0.03% 99
2015
Q3 		$14K Sell
858
-1,494
-64% -$25.9K 0.02% 125
2015
Q2 		$41K Buy
2,352
+258
+12% +$4.57K 0.02% 132
2015
Q1 		$36K Buy
+2,094
New +$35.9K 0.02% 147
2014
Q4 		– Sell
-5,526
Closed -$90.1K – 308
2014
Q3 		$90.1K Buy
+5,526
New +$89.9K 0.06% 103
2014
Q1 		– Sell
-6,846
Closed -$102K – 380
2013
Q4 		$102K Buy
+6,846
New +$96K 0.06% 131

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Advisors Preferred's IGM Position: Q3 2024 in Review

Advisors Preferred sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 3,616 shares — an estimated $343K sold.

Advisors Preferred first reported a position in IGM in Q4 2013 and held it in 14 quarters. The position peaked at $343K in Q2 2024. 383 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Advisors Preferred reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Advisors Preferred sold 3,616 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $343K.
  • Advisors Preferred first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and held it in 14 quarters.
  • Advisors Preferred's iShares Expanded Tech Sector ETF position peaked at $343K in Q2 2024.
  • 383 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.