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

Baldwin Wealth 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
2024 Q2	–	Sell	-1,272	Closed	-$110K	–	808
2024 Q1	$110K	Hold	1,272	–	–	0.01%	264
2023 Q4	$95K	Hold	1,272	–	–	0.01%	281
2023 Q3	$81K	Hold	1,272	–	–	0.01%	322
2023 Q2	$83.3K	Hold	1,272	–	–	0.01%	339
2023 Q1	$71.9K	Hold	1,272	–	–	0.01%	365
2022 Q4	$59.4K	Hold	1,272	–	–	0.01%	393
2022 Q3	$59K	Hold	1,272	–	–	0.01%	311
2022 Q2	$62K	Hold	1,272	–	–	0.01%	323
2022 Q1	$82K	Hold	1,272	–	–	0.01%	300
2021 Q4	$93K	Hold	1,272	–	–	0.01%	272
2021 Q3	$86K	Hold	1,272	–	–	0.01%	280
2021 Q2	$86K	Hold	1,272	–	–	0.01%	289
2021 Q1	$77K	Hold	1,272	–	–	0.01%	287
2020 Q4	$74K	Hold	1,272	–	–	0.01%	277
2020 Q3	$66K	Hold	1,272	–	–	0.01%	264
2020 Q2	$59K	Hold	1,272	–	–	0.01%	270
2020 Q1	$45K	Sell	1,272 -1,200	-49%	-$48.1K	0.01%	290
2019 Q4	$100K	Hold	2,472	–	–	0.01%	240
2019 Q3	$89K	Hold	2,472	–	–	0.01%	241
2019 Q2	$89K	Hold	2,472	–	–	0.01%	252
2019 Q1	$85K	Hold	2,472	–	–	0.01%	255
2018 Q4	$71K	Hold	2,472	–	–	0.01%	255
2018 Q3	$86K	Buy	+2,472	New	+$83.9K	0.01%	265

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Baldwin Wealth Partners's IGM Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2024, closing a stake of 1,272 shares — an estimated $110K sold.

Baldwin Wealth Partners first reported a position in IGM in Q3 2018 and held it in 23 quarters. The position peaked at $110K in Q1 2024. 369 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

Baldwin Wealth Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,272 iShares Expanded Tech Sector ETF shares in Q2 2024, an estimated $110K.
Baldwin Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and held it in 23 quarters.
Baldwin Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $110K in Q1 2024.
369 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.