First National Bank of South Miami’s iShares Expanded Tech Sector ETF IGM Stock Holding History

First National Bank of South Miami’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 Q2	$381K	Hold	5,820	–	–	0.31%	69
2023 Q1	$329K	Hold	5,820	–	–	0.26%	84
2022 Q4	$272K	Sell	5,820 -660	-10%	-$31.6K	0.2%	100
2022 Q3	$298K	Hold	6,480	–	–	0.23%	95
2022 Q2	$318K	Hold	6,480	–	–	0.22%	96
2022 Q1	$420K	Hold	6,480	–	–	0.25%	88
2021 Q4	$474K	Hold	6,480	–	–	0.29%	81
2021 Q3	$436K	Hold	6,480	–	–	0.29%	79
2021 Q2	$436K	Hold	6,480	–	–	0.3%	79
2021 Q1	$390K	Hold	6,480	–	–	0.3%	82
2020 Q4	$377K	Hold	6,480	–	–	0.32%	76
2020 Q3	$334K	Hold	6,480	–	–	0.32%	76
2020 Q2	$302K	Hold	6,480	–	–	0.33%	78
2020 Q1	$228K	Hold	6,480	–	–	0.29%	79
2019 Q4	$262K	Sell	6,480 -1,260	-16%	-$48K	0.26%	86
2019 Q3	$280K	Hold	7,740	–	–	0.27%	85
2019 Q2	$288K	Buy	7,740 +660	+9%	+$23.3K	0.27%	84
2019 Q1	$243K	Hold	7,080	–	–	0.23%	90
2018 Q4	$224K	Buy	+7,080	New	+$219K	0.22%	95

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First National Bank of South Miami's IGM Position: Q2 2023 in Review

First National Bank of South Miami held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2023 at 5,820 shares worth $381K. The position accounts for 0.31% of the portfolio, ranked #69.

First National Bank of South Miami first reported a position in IGM in Q4 2018 and has held it in 19 quarters since. The position peaked at $474K in Q4 2021. 289 funds tracked by Wall St. Rank hold IGM as of Q2 2023.

First National Bank of South Miami held 5,820 shares of iShares Expanded Tech Sector ETF worth $381K as of Q2 2023.
First National Bank of South Miami left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2023.
iShares Expanded Tech Sector ETF made up 0.31% of First National Bank of South Miami's portfolio in Q2 2023, its #69 holding.
First National Bank of South Miami first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's iShares Expanded Tech Sector ETF position peaked at $474K in Q4 2021.
289 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.