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Caprock Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Caprock Group’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
Q2 		– Sell
-3,570
Closed -$231K – 590
2022
Q1 		$231K Hold
3,570
– – 0.02% 519
2021
Q4 		$261K Sell
3,570
-510
-13% -$36.7K 0.02% 477
2021
Q3 		$274K Hold
4,080
– – 0.02% 406
2021
Q2 		$275K Sell
4,080
-96
-2% -$6.11K 0.03% 399
2021
Q1 		$251K Sell
4,176
-3,876
-48% -$232K 0.03% 396
2020
Q4 		$469K Hold
8,052
– – 0.05% 241
2020
Q3 		$415K Buy
+8,052
New +$406K 0.06% 239

Other funds holding IGM

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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Caprock Group's IGM Position: Q2 2022 in Review

Caprock Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 3,570 shares — an estimated $231K sold.

Caprock Group first reported a position in IGM in Q3 2020 and held it in 7 quarters. The position peaked at $469K in Q4 2020. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

  • Caprock Group reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
  • Caprock Group sold 3,570 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $231K.
  • Caprock Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 7 quarters.
  • Caprock Group's iShares Expanded Tech Sector ETF position peaked at $469K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Caprock Group's 13F filing for Q2 2022, filed 26 Jul 2022.