CFA
IGM icon

Carroll Financial Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$71K Sell
960
-11,172
-92% -$803K ﹤0.01% 620
2021
Q3 		$816K Buy
+12,132
New +$843K 0.05% 204

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
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
Cerity Partners
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's IGM Position: Q4 2021 in Review

Carroll Financial Associates reduced its iShares Expanded Tech Sector ETF (IGM) stake by 92% in Q4 2021, selling an estimated $803K and leaving 960 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Carroll Financial Associates first reported a position in IGM in Q3 2021 and has held it in 2 quarters since. The position peaked at $816K in Q3 2021. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

  • Carroll Financial Associates held 960 shares of iShares Expanded Tech Sector ETF worth $71K as of Q4 2021.
  • Carroll Financial Associates sold 11,172 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $803K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #620 holding.
  • Carroll Financial Associates first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's iShares Expanded Tech Sector ETF position peaked at $816K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.