Heritage Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Heritage Wealth Advisors’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	–	Sell	-1,530	Closed	-$75K	–	549
2022 Q2	$75K	Hold	1,530	–	–	0.01%	286
2022 Q1	$99K	Hold	1,530	–	–	0.01%	253
2021 Q4	$112K	Hold	1,530	–	–	0.01%	256
2021 Q3	$103K	Hold	1,530	–	–	0.01%	247
2021 Q2	$103K	Hold	1,530	–	–	0.01%	255
2021 Q1	$92K	Hold	1,530	–	–	0.01%	272
2020 Q4	$89K	Hold	1,530	–	–	0.01%	268
2020 Q3	$78.8K	Buy	+1,530	New	+$77.2K	0.01%	230

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

SEIA

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

Heritage Wealth Advisors's IGM Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 1,530 shares — an estimated $75K sold.

Heritage Wealth Advisors first reported a position in IGM in Q3 2020 and held it in 8 quarters. The position peaked at $112K in Q4 2021. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

Heritage Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 1,530 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $75K.
Heritage Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 8 quarters.
Heritage Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $112K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.