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

Carroll Investors’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
-1,320
Closed -$84K – 94
2022
Q1 		$84K Buy
+1,320
New +$85K 0.05% 57

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 $4.49B AUM 19.44% 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

Carroll Investors's IGM Position: Q2 2022 in Review

Carroll Investors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 1,320 shares — an estimated $84K sold.

Carroll Investors first reported a position in IGM in Q1 2022 and held it in 1 quarter. The position peaked at $84K in Q1 2022. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

  • Carroll Investors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
  • Carroll Investors sold 1,320 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $84K.
  • Carroll Investors first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 1 quarter.
  • Carroll Investors's iShares Expanded Tech Sector ETF position peaked at $84K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.