Cassady Schiller Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cassady Schiller Wealth Management’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	$15.3K	Hold	150	–	–	0.01%	307
2024 Q3	$14.4K	Hold	150	–	–	0.01%	301
2024 Q2	$14.2K	Hold	150	–	–	0.01%	295
2024 Q1	$12.9K	Hold	150	–	–	0.01%	321
2023 Q4	$11.2K	Hold	150	–	–	0.01%	317
2023 Q3	$9.59K	Hold	150	–	–	0.01%	334
2023 Q2	$9.86K	Hold	150	–	–	0.01%	339
2023 Q1	$8.52K	Hold	150	–	–	﹤0.01%	333
2022 Q4	$7.03K	Buy	+150	New	+$7.19K	﹤0.01%	343

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Cassady Schiller Wealth Management's IGM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2024 at 150 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #307.

Cassady Schiller Wealth Management first reported a position in IGM in Q4 2022 and has held it in 9 quarters since. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

Cassady Schiller Wealth Management held 150 shares of iShares Expanded Tech Sector ETF worth $15.3K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2024.
iShares Expanded Tech Sector ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #307 holding.
Cassady Schiller Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 9 quarters since.
415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.