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Buckingham Strategic Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Buckingham Strategic Wealth’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 		$509K Hold
5,400
– – 0.01% 462
2024
Q1 		$465K Hold
5,400
– – ﹤0.01% 477
2023
Q4 		$403K Hold
5,400
– – ﹤0.01% 495
2023
Q3 		$344K Hold
5,400
– – ﹤0.01% 506
2023
Q2 		$354K Buy
+5,400
New +$321K 0.01% 497

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Buckingham Strategic Wealth's IGM Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2024 at 5,400 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #462.

Buckingham Strategic Wealth first reported a position in IGM in Q2 2023 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

  • Buckingham Strategic Wealth held 5,400 shares of iShares Expanded Tech Sector ETF worth $509K as of Q2 2024.
  • Buckingham Strategic Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2024.
  • iShares Expanded Tech Sector ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #462 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.