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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Capital One Financial's IGM Position: Q1 2022 in Review

Capital One Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 14,346 shares — an estimated $1.05M sold.

Capital One Financial first reported a position in IGM in Q1 2020 and held it in 8 quarters. The position peaked at $3.52M in Q3 2020. 287 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Capital One Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Capital One Financial sold 14,346 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $1.05M.
  • Capital One Financial first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and held it in 8 quarters.
  • Capital One Financial's iShares Expanded Tech Sector ETF position peaked at $3.52M in Q3 2020.
  • 287 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Capital One Financial's 13F filing for Q1 2022, filed 13 Apr 2022.