Baystate Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Baystate Wealth Management’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	$6.28K	Hold	84	–	–	﹤0.01%	834
2023 Q3	$5.35K	Buy	+84	New	+$5.54K	﹤0.01%	678
2019 Q2	–	Sell	-324	Closed	-$11.5K	–	567
2019 Q1	$12K	Hold	324	–	–	﹤0.01%	360
2018 Q4	$10K	Hold	324	–	–	﹤0.01%	374
2018 Q3	$10K	Hold	324	–	–	﹤0.01%	375
2018 Q2	$11K	Hold	324	–	–	﹤0.01%	359
2018 Q1	$10K	Buy	+324	New	+$9.84K	﹤0.01%	361

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

Baystate Wealth Management's IGM Position: Q4 2023 in Review

Baystate Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2023 at 84 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Baystate Wealth Management first reported a position in IGM in Q1 2018 and has held it in 7 quarters since. The position peaked at $12K in Q1 2019. 320 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

Baystate Wealth Management held 84 shares of iShares Expanded Tech Sector ETF worth $6.28K as of Q4 2023.
Baystate Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2023.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #834 holding.
Baystate Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and has held it in 7 quarters since.
Baystate Wealth Management's iShares Expanded Tech Sector ETF position peaked at $12K in Q1 2019.
320 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.