AIA
IGM icon

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

Alera Investment 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
2024
Q3 		$468K Buy
4,882
+2,556
+110% +$236K 0.06% 142
2024
Q2 		$219K Buy
+2,326
New +$204K 0.03% 243
2019
Q2 		– Sell
-420
Closed -$14K – 507
2019
Q1 		$14K Buy
420
+234
+126% +$7.51K 0.01% 385
2018
Q4 		$5K Buy
+186
New +$5.75K ﹤0.01% 596

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $1.56T AUM 27.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Alera Investment Advisors's IGM Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 110% in Q3 2024, buying an estimated $236K and bringing the position to 4,882 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #142.

Alera Investment Advisors first reported a position in IGM in Q4 2018 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Alera Investment Advisors held 4,882 shares of iShares Expanded Tech Sector ETF worth $468K as of Q3 2024.
  • Alera Investment Advisors bought 2,556 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $236K.
  • iShares Expanded Tech Sector ETF made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #142 holding.
  • Alera Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.