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

IBEX 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
Q1 		– Sell
-8,226
Closed -$602K – 188
2021
Q4 		$602K Sell
8,226
-42
-0.5% -$3.02K 0.11% 120
2021
Q3 		$556K Buy
8,268
+150
+2% +$10.4K 0.11% 122
2021
Q2 		$547K Buy
+8,118
New +$517K 0.11% 120
2019
Q3 		– Sell
-25,440
Closed -$914K – 210
2019
Q2 		$914K Buy
+25,440
New +$899K 0.26% 106
2017
Q1 		– Sell
-168
Closed -$4K – 206
2016
Q4 		$4K Buy
+168
New +$3.46K ﹤0.01% 393

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

IBEX Wealth Advisors's IGM Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 8,226 shares — an estimated $602K sold.

IBEX Wealth Advisors first reported a position in IGM in Q4 2016 and held it in 5 quarters. The position peaked at $914K in Q2 2019. 288 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 8,226 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $602K.
  • IBEX Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and held it in 5 quarters.
  • IBEX Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $914K in Q2 2019.
  • 288 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.