Bartlett & Co’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bartlett & Co’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 Q4	$34K	Hold	450	–	–	﹤0.01%	766
2023 Q3	$29K	Hold	450	–	–	﹤0.01%	745
2023 Q2	$29K	Hold	450	–	–	﹤0.01%	752
2023 Q1	$25K	Hold	450	–	–	﹤0.01%	676
2022 Q4	$21K	Hold	450	–	–	﹤0.01%	712
2022 Q3	$21K	Hold	450	–	–	﹤0.01%	692
2022 Q2	$22K	Hold	450	–	–	﹤0.01%	715
2022 Q1	$29K	Buy	+450	New	+$29K	﹤0.01%	672
2021 Q4	–	Sell	-450	Closed	-$30K	–	626
2021 Q3	$30K	Hold	450	–	–	﹤0.01%	579
2021 Q2	$30K	Hold	450	–	–	﹤0.01%	583
2021 Q1	$27K	Hold	450	–	–	﹤0.01%	633
2020 Q4	$26K	Hold	450	–	–	﹤0.01%	632
2020 Q3	$23K	Hold	450	–	–	﹤0.01%	599
2020 Q2	$21K	Hold	450	–	–	﹤0.01%	604
2020 Q1	$16K	Buy	+450	New	+$18K	﹤0.01%	605
2014 Q2	–	Sell	-600	Closed	-$9K	–	729
2014 Q1	$9K	Hold	600	–	–	﹤0.01%	614
2013 Q4	$9K	Hold	600	–	–	﹤0.01%	591
2013 Q3	$8K	Hold	600	–	–	﹤0.01%	606
2013 Q2	$7K	Buy	+600	New	+$7.41K	﹤0.01%	624

Other funds holding IGM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co's IGM Position: Q4 2023 in Review

Bartlett & Co held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2023 at 450 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Bartlett & Co first reported a position in IGM in Q2 2013 and has held it in 19 quarters since. 320 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

Bartlett & Co held 450 shares of iShares Expanded Tech Sector ETF worth $34K as of Q4 2023.
Bartlett & Co left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2023.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #766 holding.
Bartlett & Co first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 19 quarters since.
320 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.