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Financial Gravity Companies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Financial Gravity Companies’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 		$28.8K Hold
282
– – 0.01% 386
2024
Q3 		$27.1K Buy
+282
New +$26.1K 0.01% 240

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

Financial Gravity Companies's IGM Position: Q4 2024 in Review

Financial Gravity Companies held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2024 at 282 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #386.

Financial Gravity Companies first reported a position in IGM in Q3 2024 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

  • Financial Gravity Companies held 282 shares of iShares Expanded Tech Sector ETF worth $28.8K as of Q4 2024.
  • Financial Gravity Companies left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2024.
  • iShares Expanded Tech Sector ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #386 holding.
  • Financial Gravity Companies first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.