HVIA
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Hudson Valley Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Hudson Valley Investment 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
2024
Q3 		– Sell
-800
Closed -$354K – 180
2024
Q2 		$354K Sell
800
-4,000
-83% -$350K 0.05% 142
2024
Q1 		$414K Hold
4,800
– – 0.05% 134
2023
Q4 		$354K Hold
4,800
– – 0.05% 142
2023
Q3 		$306K Sell
4,800
-570
-11% -$37.6K 0.04% 151
2023
Q2 		$352K Sell
5,370
-60
-1% -$3.57K 0.05% 162
2023
Q1 		$307K Hold
5,430
– – 0.04% 179
2022
Q4 		$253K Hold
5,430
– – 0.04% 194
2022
Q3 		$250K Hold
5,430
– – 0.04% 187
2022
Q2 		$266K Buy
5,430
+570
+12% +$31.3K 0.04% 175
2022
Q1 		$315K Buy
+4,860
New +$313K 0.04% 177
2021
Q4 		– Sell
-4,860
Closed -$327K – 189
2021
Q3 		$327K Hold
4,860
– – 0.06% 152
2021
Q2 		$327K Hold
4,860
– – 0.06% 142
2021
Q1 		$292K Sell
4,860
-90
-2% -$5.38K 0.05% 141
2020
Q4 		$289K Hold
4,950
– – 0.06% 137
2020
Q3 		$255K Sell
4,950
-150
-3% -$7.57K 0.05% 130
2020
Q2 		$237K Buy
+5,100
New +$214K 0.06% 137
2020
Q1 		– Sell
-6,000
Closed -$242K – 162
2019
Q4 		$242K Hold
6,000
– – 0.05% 145
2019
Q3 		$217K Hold
6,000
– – 0.05% 147
2019
Q2 		$216K Hold
6,000
– – 0.05% 150
2019
Q1 		$206K Buy
+6,000
New +$193K 0.05% 142
2018
Q4 		– Sell
-6,000
Closed -$209K – 163
2018
Q3 		$209K Buy
+6,000
New +$204K 0.05% 134

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Hudson Valley Investment Advisors's IGM Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 800 shares — an estimated $354K sold.

Hudson Valley Investment Advisors first reported a position in IGM in Q3 2018 and held it in 21 quarters. The position peaked at $414K in Q1 2024. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 800 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $354K.
  • Hudson Valley Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2018 and held it in 21 quarters.
  • Hudson Valley Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $414K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.