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Capital Performance Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-12
Closed -$1.15K – 1329
2024
Q3 		$1.15K Buy
+12
New +$1.11K ﹤0.01% 1840

Other funds holding IGM

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Capital Performance Advisors's IGM Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2024, closing a stake of 12 shares — an estimated $1.15K sold.

Capital Performance Advisors first reported a position in IGM in Q3 2024 and held it in 1 quarter. The position peaked at $1.15K in Q3 2024. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 iShares Expanded Tech Sector ETF shares in Q4 2024, an estimated $1.15K.
  • Capital Performance Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares Expanded Tech Sector ETF position peaked at $1.15K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.