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Bard Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bard Financial Services’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
2023
Q3 		– Sell
-11,250
Closed -$737K – 262
2023
Q2 		$737K Hold
11,250
– – 0.06% 187
2023
Q1 		$636K Hold
11,250
– – 0.05% 196
2022
Q4 		$525K Hold
11,250
– – 0.04% 203
2022
Q3 		$518K Hold
11,250
– – 0.05% 192
2022
Q2 		$552K Hold
11,250
– – 0.05% 190
2022
Q1 		$729K Hold
11,250
– – 0.06% 169
2021
Q4 		$823K Hold
11,250
– – 0.07% 164
2021
Q3 		$757K Hold
11,250
– – 0.07% 159
2021
Q2 		$757K Hold
11,250
– – 0.07% 163
2021
Q1 		$677K Hold
11,250
– – 0.07% 160
2020
Q4 		$656K Buy
+11,250
New +$616K 0.07% 164

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bard Financial Services's IGM Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2023, closing a stake of 11,250 shares — an estimated $737K sold.

Bard Financial Services first reported a position in IGM in Q4 2020 and held it in 11 quarters. The position peaked at $823K in Q4 2021. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • Bard Financial Services reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 11,250 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $737K.
  • Bard Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 11 quarters.
  • Bard Financial Services's iShares Expanded Tech Sector ETF position peaked at $823K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.