AP
IGM icon

Appleton Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Appleton Partners’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
Q1 		– Sell
-3,792
Closed -$277K – 306
2021
Q4 		$277K Sell
3,792
-30
-0.8% -$2.16K 0.02% 271
2021
Q3 		$257K Sell
3,822
-90
-2% -$6.26K 0.02% 263
2021
Q2 		$263K Sell
3,912
-690
-15% -$43.9K 0.02% 263
2021
Q1 		$277K Sell
4,602
-180
-4% -$10.8K 0.03% 249
2020
Q4 		$279K Hold
4,782
– – 0.03% 237
2020
Q3 		$246K Hold
4,782
– – 0.03% 246
2020
Q2 		$222K Buy
+4,782
New +$201K 0.03% 240

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Appleton Partners's IGM Position: Q1 2022 in Review

Appleton Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 3,792 shares — an estimated $277K sold.

Appleton Partners first reported a position in IGM in Q2 2020 and held it in 7 quarters. The position peaked at $279K in Q4 2020. 288 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Appleton Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Appleton Partners sold 3,792 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $277K.
  • Appleton Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 7 quarters.
  • Appleton Partners's iShares Expanded Tech Sector ETF position peaked at $279K in Q4 2020.
  • 288 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Appleton Partners's 13F filing for Q1 2022, filed 5 Apr 2022.