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Cetera Advisor Networks’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.38M Buy
16,008
+5,088
+47% +$414K 0.01% 1252
2023
Q4 		$816K Buy
10,920
+2,328
+27% +$159K ﹤0.01% 1508
2023
Q3 		$547K Buy
8,592
+864
+11% +$57K ﹤0.01% 1704
2023
Q2 		$506K Hold
7,728
– – ﹤0.01% 1706
2023
Q1 		$437K Sell
7,728
-588
-7% -$30.7K ﹤0.01% 1790
2022
Q4 		$388K Hold
8,316
– – ﹤0.01% 1819
2022
Q3 		$383K Sell
8,316
-72
-0.9% -$3.79K ﹤0.01% 1456
2022
Q2 		$412K Sell
8,388
-648
-7% -$35.5K 0.01% 1406
2022
Q1 		$585K Buy
9,036
+180
+2% +$11.6K 0.01% 1205
2021
Q4 		$648K Buy
8,856
+168
+2% +$12.1K 0.01% 1110
2021
Q3 		$585K Buy
8,688
+1,992
+30% +$138K 0.01% 1129
2021
Q2 		$451K Buy
6,696
+672
+11% +$42.8K 0.01% 1234
2021
Q1 		$363K Sell
6,024
-456
-7% -$27.3K 0.01% 1032
2020
Q4 		$378K Sell
6,480
-1,308
-17% -$71.6K 0.01% 932
2020
Q3 		$401K Buy
7,788
+354
+5% +$17.9K 0.01% 798
2020
Q2 		$346K Buy
7,434
+486
+7% +$20.4K 0.01% 844
2020
Q1 		$245K Sell
6,948
-222
-3% -$8.9K 0.01% 888
2019
Q4 		$289K Buy
7,170
+492
+7% +$18.7K 0.01% 976
2019
Q3 		$242K Sell
6,678
-138
-2% -$5.05K 0.01% 1016
2019
Q2 		$246K Buy
6,816
+114
+2% +$4.03K 0.01% 993
2019
Q1 		$231K Buy
+6,702
New +$215K 0.01% 991

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisor Networks's IGM Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Expanded Tech Sector ETF (IGM) stake by 47% in Q1 2024, buying an estimated $414K and bringing the position to 16,008 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1252.

Cetera Advisor Networks first reported a position in IGM in Q1 2019 and has held it in 21 quarters since. 340 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

  • Cetera Advisor Networks held 16,008 shares of iShares Expanded Tech Sector ETF worth $1.38M as of Q1 2024.
  • Cetera Advisor Networks bought 5,088 iShares Expanded Tech Sector ETF shares in Q1 2024, an estimated $414K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1252 holding.
  • Cetera Advisor Networks first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 21 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.