Capital Asset Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Asset Advisory Services’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	–	Sell	-366	Closed	-$17K	–	420
2022 Q3	$17K	Sell	366 -444	-55%	-$23.4K	﹤0.01%	365
2022 Q2	$40K	Buy	810 +6	+0.7%	+$329	﹤0.01%	436
2022 Q1	$52K	Buy	+804	New	+$51.8K	0.01%	432

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Asset Advisory Services's IGM Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 366 shares — an estimated $17K sold.

Capital Asset Advisory Services first reported a position in IGM in Q1 2022 and held it in 3 quarters. The position peaked at $52K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

Capital Asset Advisory Services reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 366 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $17K.
Capital Asset Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 3 quarters.
Capital Asset Advisory Services's iShares Expanded Tech Sector ETF position peaked at $52K in Q1 2022.
251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.