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Capital One Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital One Financial’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
Q1 		– Sell
-14,346
Closed -$1.05M – 134
2021
Q4 		$1.05M Sell
14,346
-2,442
-15% -$176K 0.13% 77
2021
Q3 		$1.13M Sell
16,788
-162
-1% -$11.3K 0.14% 70
2021
Q2 		$1.14M Sell
16,950
-3,150
-16% -$201K 0.14% 68
2021
Q1 		$1.21M Sell
20,100
-8,340
-29% -$499K 0.16% 60
2020
Q4 		$1.66M Sell
28,440
-39,948
-58% -$2.19M 0.22% 48
2020
Q3 		$3.52M Buy
68,388
+1,800
+3% +$90.8K 0.45% 36
2020
Q2 		$3.1M Buy
66,588
+870
+1% +$36.6K 0.42% 41
2020
Q1 		$2.32M Buy
+65,718
New +$2.63M 0.37% 52

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return