AC
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Asio Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Asio Capital’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
-36
Closed -$3K – 127
2021
Q4 		$3K Buy
+36
New +$2.59K ﹤0.01% 114
2021
Q3 		– Sell
-162
Closed -$11K – 111
2021
Q2 		$11K Buy
+162
New +$10.3K ﹤0.01% 102

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.28B AUM 19.27% 1-Year Est. Return

Asio Capital's IGM Position: Q1 2022 in Review

Asio Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Asio Capital first reported a position in IGM in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 287 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Asio Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Asio Capital sold 36 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $3K.
  • Asio Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 2 quarters.
  • Asio Capital's iShares Expanded Tech Sector ETF position peaked at $11K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Asio Capital's 13F filing for Q1 2022, filed 28 Apr 2022.