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Castleview Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Castleview Partners’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
Q3 		– Sell
-70
Closed -$6.6K – 718
2024
Q2 		$6.6K Buy
+70
New +$6.13K ﹤0.01% 590

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Castleview Partners's IGM Position: Q3 2024 in Review

Castleview Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 70 shares — an estimated $6.6K sold.

Castleview Partners first reported a position in IGM in Q2 2024 and held it in 1 quarter. The position peaked at $6.6K in Q2 2024. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Castleview Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 70 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $6.6K.
  • Castleview Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and held it in 1 quarter.
  • Castleview Partners's iShares Expanded Tech Sector ETF position peaked at $6.6K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.