Horan Securities’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Horan Securities’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 Q3	–	Sell	-330	Closed	-$21.7K	–	353
2023 Q2	$21.7K	Hold	330	–	–	0.01%	307
2023 Q1	$18.8K	Hold	330	–	–	0.01%	317
2022 Q4	$15.5K	Hold	330	–	–	0.01%	322
2022 Q3	$15K	Hold	330	–	–	0.01%	304
2022 Q2	$17K	Hold	330	–	–	0.01%	269
2022 Q1	$21K	Hold	330	–	–	0.01%	249
2021 Q4	$24K	Buy	+330	New	+$23.7K	0.01%	228
2021 Q2	$22K	Hold	330	–	–	0.02%	226
2021 Q1	$20K	Hold	330	–	–	0.02%	212
2020 Q4	$19K	Hold	330	–	–	0.02%	201
2020 Q3	$17K	Hold	330	–	–	0.02%	179
2020 Q2	$15K	Hold	330	–	–	0.02%	146
2020 Q1	$12K	Buy	+330	New	+$13.2K	0.02%	124
2019 Q4	–	Sell	-330	Closed	-$12K	–	120
2019 Q3	$12K	Hold	330	–	–	0.01%	146
2019 Q2	$12K	Hold	330	–	–	0.01%	156
2019 Q1	$11K	Hold	330	–	–	0.01%	135
2018 Q4	$10K	Hold	330	–	–	0.01%	134
2018 Q3	$11K	Hold	330	–	–	0.01%	114
2018 Q2	$11K	Hold	330	–	–	0.01%	116
2018 Q1	$10K	Hold	330	–	–	0.01%	112
2017 Q4	$10K	Hold	330	–	–	0.01%	115
2017 Q3	$9K	Hold	330	–	–	0.01%	108
2017 Q2	$8K	Hold	330	–	–	0.01%	105
2017 Q1	$7K	Buy	+330	New	+$7.33K	0.01%	110

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $4.28B AUM 19.27% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horan Securities's IGM Position: Q3 2023 in Review

Horan Securities sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2023, closing a stake of 330 shares — an estimated $21.7K sold.

Horan Securities first reported a position in IGM in Q1 2017 and held it in 24 quarters. The position peaked at $24K in Q4 2021. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

Horan Securities reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 330 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $21.7K.
Horan Securities first reported a position in iShares Expanded Tech Sector ETF in Q1 2017 and held it in 24 quarters.
Horan Securities's iShares Expanded Tech Sector ETF position peaked at $24K in Q4 2021.
283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.