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

Goodwin Investment 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
2024 Q1	–	Sell	-36	Closed	-$2.69K	–	58
2023 Q4	$2.69K	Hold	36	–	–	﹤0.01%	67
2023 Q3	$2.29K	Hold	36	–	–	﹤0.01%	80
2023 Q2	$2.36K	Hold	36	–	–	﹤0.01%	81
2023 Q1	$2.04K	Hold	36	–	–	﹤0.01%	78
2022 Q4	$1.68K	Hold	36	–	–	﹤0.01%	197
2022 Q3	$2K	Sell	36 -1,296	-97%	-$68.3K	﹤0.01%	195
2022 Q2	$65.4K	Sell	1,332 -8,970	-87%	-$492K	0.05%	53
2022 Q1	$669K	Buy	+10,302	New	+$663K	0.46%	21

Other funds holding IGM

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

Equitable Holdings New York $15.5B AUM 19.09% 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

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Goodwin Investment Advisory's IGM Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2024, closing a stake of 36 shares — an estimated $2.69K sold.

Goodwin Investment Advisory first reported a position in IGM in Q1 2022 and held it in 8 quarters. The position peaked at $669K in Q1 2022. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 36 iShares Expanded Tech Sector ETF shares in Q1 2024, an estimated $2.69K.
Goodwin Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 8 quarters.
Goodwin Investment Advisory's iShares Expanded Tech Sector ETF position peaked at $669K in Q1 2022.
339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.