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GoalVest Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-120
Closed -$8K – 416
2022
Q1 		$8K Buy
+120
New +$7.73K ﹤0.01% 253
2021
Q2 		$8K Buy
+120
New +$7.64K 0.01% 205

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

GoalVest Advisory's IGM Position: Q2 2022 in Review

GoalVest Advisory sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 120 shares — an estimated $8K sold.

GoalVest Advisory first reported a position in IGM in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

  • GoalVest Advisory reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 120 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $8K.
  • GoalVest Advisory first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 2 quarters.
  • GoalVest Advisory's iShares Expanded Tech Sector ETF position peaked at $8K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.