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

FourThought Financial’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
2022
Q3 		$101K Hold
2,184
– – 0.01% 433
2022
Q2 		$107K Buy
2,184
+1,650
+309% +$90.5K 0.02% 420
2022
Q1 		$35K Hold
534
– – ﹤0.01% 763
2021
Q4 		$39K Hold
534
– – ﹤0.01% 739
2021
Q3 		$35K Buy
+534
New +$37.1K ﹤0.01% 790

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FourThought Financial's IGM Position: Q3 2022 in Review

FourThought Financial held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2022 at 2,184 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #433.

FourThought Financial first reported a position in IGM in Q3 2021 and has held it in 5 quarters since. The position peaked at $107K in Q2 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • FourThought Financial held 2,184 shares of iShares Expanded Tech Sector ETF worth $101K as of Q3 2022.
  • FourThought Financial left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2022.
  • iShares Expanded Tech Sector ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #433 holding.
  • FourThought Financial first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and has held it in 5 quarters since.
  • FourThought Financial's iShares Expanded Tech Sector ETF position peaked at $107K in Q2 2022.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.