BDO Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

BDO Wealth Advisors’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 Q2	$13.8K	Hold	210	–	–	﹤0.01%	658
2023 Q1	$11.9K	Hold	210	–	–	﹤0.01%	672
2022 Q4	$9.8K	Hold	210	–	–	﹤0.01%	685
2022 Q3	$10K	Hold	210	–	–	﹤0.01%	707
2022 Q2	$10K	Hold	210	–	–	﹤0.01%	683
2022 Q1	$14K	Hold	210	–	–	﹤0.01%	665
2021 Q4	$15K	Hold	210	–	–	﹤0.01%	667
2021 Q3	$14K	Hold	210	–	–	﹤0.01%	674
2021 Q2	$14K	Hold	210	–	–	﹤0.01%	697
2021 Q1	$13K	Hold	210	–	–	﹤0.01%	694
2020 Q4	$12K	Hold	210	–	–	﹤0.01%	532
2020 Q3	$11K	Hold	210	–	–	﹤0.01%	481
2020 Q2	$10K	Hold	210	–	–	﹤0.01%	498
2020 Q1	$7K	Hold	210	–	–	﹤0.01%	577
2019 Q4	$8K	Hold	210	–	–	﹤0.01%	446
2019 Q3	$8K	Hold	210	–	–	﹤0.01%	467
2019 Q2	$8K	Hold	210	–	–	﹤0.01%	460
2019 Q1	$7K	Hold	210	–	–	﹤0.01%	449
2018 Q4	$6K	Hold	210	–	–	﹤0.01%	442
2018 Q3	$7K	Hold	210	–	–	﹤0.01%	484
2018 Q2	$7K	Hold	210	–	–	﹤0.01%	491
2018 Q1	$6K	Hold	210	–	–	﹤0.01%	425
2017 Q4	$6K	Hold	210	–	–	﹤0.01%	366
2017 Q3	$5K	Hold	210	–	–	﹤0.01%	340
2017 Q2	$5K	Buy	+210	New	+$5.04K	﹤0.01%	427

Other funds holding IGM

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's IGM Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2023 at 210 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

BDO Wealth Advisors first reported a position in IGM in Q2 2017 and has held it in 25 quarters since. The position peaked at $15K in Q4 2021. 289 funds tracked by Wall St. Rank hold IGM as of Q2 2023.

BDO Wealth Advisors held 210 shares of iShares Expanded Tech Sector ETF worth $13.8K as of Q2 2023.
BDO Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2023.
iShares Expanded Tech Sector ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #658 holding.
BDO Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $15K in Q4 2021.
289 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.