CIC Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CIC Wealth’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	$9.95M	Buy	103,759 +1,438	+1%	+$133K	2.57%	6
2024 Q2	$9.65M	Sell	102,321 -256	-0.2%	-$22.4K	2.66%	6
2024 Q1	$8.84M	Sell	102,577 -1,019	-1%	-$83K	2.57%	7
2023 Q4	$7.74M	Sell	103,596 -10,146	-9%	-$694K	2.45%	6
2023 Q3	$7.24M	Sell	113,742 -1,338	-1%	-$88.2K	2.6%	6
2023 Q2	$7.54M	Sell	115,080 -1,776	-2%	-$106K	2.61%	6
2023 Q1	$6.61M	Sell	116,856 -3,120	-3%	-$163K	2.49%	8
2022 Q4	$5.6M	Buy	+119,976	New	+$5.75M	2.31%	9

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

CIC Wealth's IGM Position: Q3 2024 in Review

CIC Wealth increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.4% in Q3 2024, buying an estimated $133K and bringing the position to 103,759 shares worth $9.95M. The position accounts for 2.57% of the portfolio, ranked #6.

CIC Wealth first reported a position in IGM in Q4 2022 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

CIC Wealth held 103,759 shares of iShares Expanded Tech Sector ETF worth $9.95M as of Q3 2024.
CIC Wealth bought 1,438 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $133K.
iShares Expanded Tech Sector ETF made up 2.57% of CIC Wealth's portfolio in Q3 2024, its #6 holding.
CIC Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 8 quarters since.
383 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.