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

Burleson & 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
2022
Q4 		$137K Hold
2,928
– – 0.03% 141
2022
Q3 		$135K Hold
2,928
– – 0.03% 153
2022
Q2 		$144K Sell
2,928
-1,164
-28% -$63.8K 0.03% 135
2022
Q1 		$265K Buy
+4,092
New +$263K 0.04% 123

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Burleson & Co's IGM Position: Q4 2022 in Review

Burleson & Co held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2022 at 2,928 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #141.

Burleson & Co first reported a position in IGM in Q1 2022 and has held it in 4 quarters since. The position peaked at $265K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Burleson & Co held 2,928 shares of iShares Expanded Tech Sector ETF worth $137K as of Q4 2022.
  • Burleson & Co left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2022.
  • iShares Expanded Tech Sector ETF made up 0.03% of Burleson & Co's portfolio in Q4 2022, its #141 holding.
  • Burleson & Co first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 4 quarters since.
  • Burleson & Co's iShares Expanded Tech Sector ETF position peaked at $265K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.