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Benjamin F. Edwards & Company’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Benjamin F. Edwards & Company’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 		$669K Buy
7,095
+2
+0% +$175 0.01% 622
2024
Q1 		$611K Buy
7,093
+685
+11% +$55.8K 0.01% 618
2023
Q4 		$479K Buy
6,408
+18
+0.3% +$1.23K 0.01% 643
2023
Q3 		$407K Buy
6,390
+3,036
+91% +$200K 0.02% 572
2023
Q2 		$220K Buy
3,354
+1,338
+66% +$79.6K 0.01% 704
2023
Q1 		$114K Buy
2,016
+6
+0.3% +$313 ﹤0.01% 863
2022
Q4 		$94K Buy
2,010
+6
+0.3% +$288 ﹤0.01% 920
2022
Q3 		$92K Sell
2,004
-444
-18% -$23.4K ﹤0.01% 884
2022
Q2 		$120K Sell
2,448
-774
-24% -$42.5K 0.01% 809
2022
Q1 		$209K Sell
3,222
-150
-4% -$9.66K 0.01% 675
2021
Q4 		$247K Buy
3,372
+270
+9% +$19.4K 0.01% 624
2021
Q3 		$209K Buy
3,102
+1,434
+86% +$99.7K 0.01% 642
2021
Q2 		$112K Buy
1,668
+1,158
+227% +$73.7K 0.01% 812
2021
Q1 		$31K Hold
510
– – ﹤0.01% 1112
2020
Q4 		$30K Hold
510
– – ﹤0.01% 1079
2020
Q3 		$26K Hold
510
– – ﹤0.01% 1055
2020
Q2 		$24K Buy
+510
New +$21.4K ﹤0.01% 1070

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
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

Benjamin F. Edwards & Company's IGM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2024, buying an estimated $175 and bringing the position to 7,095 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #622.

Benjamin F. Edwards & Company first reported a position in IGM in Q2 2020 and has held it in 17 quarters since. 369 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

  • Benjamin F. Edwards & Company held 7,095 shares of iShares Expanded Tech Sector ETF worth $669K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2 iShares Expanded Tech Sector ETF shares in Q2 2024, an estimated $175.
  • iShares Expanded Tech Sector ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #622 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 17 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.