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

American Portfolios 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
2022
Q3 		$1.25M Buy
27,222
+576
+2% +$30.4K 0.05% 358
2022
Q2 		$1.31M Buy
26,646
+1,872
+8% +$103K 0.05% 350
2022
Q1 		$1.6M Buy
24,774
+6,810
+38% +$438K 0.05% 335
2021
Q4 		$1.31M Buy
17,964
+3,840
+27% +$276K 0.04% 400
2021
Q3 		$950K Sell
14,124
-702
-5% -$48.8K 0.04% 482
2021
Q2 		$998K Buy
14,826
+1,446
+11% +$92.1K 0.04% 454
2021
Q1 		$805K Buy
13,380
+1,332
+11% +$79.7K 0.04% 483
2020
Q4 		$703K Sell
12,048
-1,248
-9% -$68.3K 0.04% 455
2020
Q3 		$685K Sell
13,296
-660
-5% -$33.3K 0.04% 405
2020
Q2 		$649K Sell
13,956
-564
-4% -$23.7K 0.04% 372
2020
Q1 		$512K Buy
14,520
+258
+2% +$10.3K 0.04% 364
2019
Q4 		$576K Sell
14,262
-192
-1% -$7.31K 0.04% 387
2019
Q3 		$523K Buy
14,454
+12
+0.1% +$439 0.04% 386
2019
Q2 		$519K Buy
14,442
+528
+4% +$18.7K 0.04% 379
2019
Q1 		$478K Buy
13,914
+216
+2% +$6.94K 0.05% 382
2018
Q4 		$392K Sell
13,698
-504
-4% -$15.6K 0.05% 336
2018
Q3 		$496K Buy
14,202
+36
+0.3% +$1.22K 0.06% 313
2018
Q2 		$455K Sell
14,166
-402
-3% -$12.7K 0.06% 303
2018
Q1 		$436K Buy
14,568
+348
+2% +$10.6K 0.06% 292
2017
Q4 		$400K Buy
+14,220
New +$393K 0.06% 308

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 $51.6B AUM 27.34% 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 $424B AUM 22.96% 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 $83.7B AUM 27.22% 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 $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Portfolios Advisors's IGM Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.2% in Q3 2022, buying an estimated $30.4K and bringing the position to 27,222 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #358.

American Portfolios Advisors first reported a position in IGM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.6M in Q1 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • American Portfolios Advisors held 27,222 shares of iShares Expanded Tech Sector ETF worth $1.25M as of Q3 2022.
  • American Portfolios Advisors bought 576 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $30.4K.
  • iShares Expanded Tech Sector ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #358 holding.
  • American Portfolios Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Expanded Tech Sector ETF position peaked at $1.6M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.