Altshuler Shaham’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Altshuler Shaham’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	-78,132	Closed	-$3.66M	–	526
2022 Q3	$3.66M	Sell	78,132 -14,016	-15%	-$739K	0.09%	28
2022 Q2	$4.52M	Hold	92,148	–	–	0.07%	30
2022 Q1	$5.97M	Buy	+92,148	New	+$5.93M	0.05%	63
2021 Q4	–	Sell	-78,156	Closed	-$5.62M	–	590
2021 Q3	$5.29M	Hold	78,156	–	–	0.04%	93
2021 Q2	$5.26M	Buy	78,156 +7,950	+11%	+$506K	0.04%	109
2021 Q1	$4.22M	Buy	70,206 +37,212	+113%	+$2.23M	0.04%	49
2020 Q4	$1.92M	Sell	32,994 -66	-0.2%	-$3.61K	0.04%	55
2020 Q3	$1.7M	Buy	33,060 +28,260	+589%	+$1.43M	0.04%	63
2020 Q2	$223K	Buy	+4,800	New	+$202K	0.01%	122

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

Altshuler Shaham's IGM Position: Q4 2022 in Review

Altshuler Shaham sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 78,132 shares — an estimated $3.66M sold.

Altshuler Shaham first reported a position in IGM in Q2 2020 and held it in 9 quarters. The position peaked at $5.97M in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

Altshuler Shaham reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 78,132 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $3.66M.
Altshuler Shaham first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 9 quarters.
Altshuler Shaham's iShares Expanded Tech Sector ETF position peaked at $5.97M in Q1 2022.
251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.