IAG Wealth Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

IAG Wealth Partners’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	-252	Closed	-$16.5K	–	459
2023 Q2	$16.5K	Hold	252	–	–	﹤0.01%	256
2023 Q1	$14.3K	Hold	252	–	–	﹤0.01%	265
2022 Q4	$11.8K	Hold	252	–	–	﹤0.01%	268
2022 Q3	$12K	Hold	252	–	–	﹤0.01%	256
2022 Q2	$12K	Hold	252	–	–	﹤0.01%	259
2022 Q1	$16K	Hold	252	–	–	0.01%	245
2021 Q4	$18K	Hold	252	–	–	0.01%	233
2021 Q3	$17K	Hold	252	–	–	0.01%	210
2021 Q2	$17K	Hold	252	–	–	0.01%	204
2021 Q1	$16K	Hold	252	–	–	0.01%	203
2020 Q4	$15K	Hold	252	–	–	0.01%	191
2020 Q3	$13K	Buy	+252	New	+$12.7K	0.01%	199

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $3.85B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAG Wealth Partners's IGM Position: Q3 2023 in Review

IAG Wealth Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2023, closing a stake of 252 shares — an estimated $16.5K sold.

IAG Wealth Partners first reported a position in IGM in Q3 2020 and held it in 12 quarters. The position peaked at $18K in Q4 2021. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

IAG Wealth Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2023 after selling out during the quarter.
IAG Wealth Partners sold 252 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $16.5K.
IAG Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 12 quarters.
IAG Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $18K in Q4 2021.
283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.