CG
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Cutler Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-3,060
Closed -$209K – 3928
2023
Q3 		$194K Buy
+3,060
New +$202K 0.02% 768
2021
Q3 		– Sell
-7,800
Closed -$542K – 5993
2021
Q2 		$525K Buy
+7,800
New +$497K 0.02% 731
2021
Q1 		– Sell
-5,400
Closed -$323K – 5932
2020
Q4 		$314K Buy
+5,400
New +$296K 0.01% 851
2020
Q3 		– Sell
-23,400
Closed -$1.18M – 4937
2020
Q2 		$1.09M Buy
+23,400
New +$983K 0.07% 279
2017
Q4 		– Sell
-600
Closed -$15K – 5335
2017
Q3 		$15K Buy
+600
New +$15.2K ﹤0.01% 3413

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return