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

Icon 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	$936K	Hold	14,688	–	–	0.11%	122
2023 Q2	$962K	Sell	14,688 -3,702	-20%	-$220K	0.1%	138
2023 Q1	$1.04M	Buy	+18,390	New	+$959K	0.11%	137
2022 Q2	$902K	Hold	18,390	–	–	0.11%	142
2022 Q1	$1.19M	Buy	+18,390	New	+$1.18M	0.12%	138
2021 Q4	–	Sell	-18,390	Closed	-$1.24M	–	331
2021 Q3	$1.24M	Hold	18,390	–	–	0.13%	152
2021 Q2	$1.24M	Hold	18,390	–	–	0.13%	143
2021 Q1	$1.11M	Buy	+18,390	New	+$1.1M	0.14%	134

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

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

Icon Wealth Partners held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2023 at 14,688 shares worth $936K. The position accounts for 0.11% of the portfolio, ranked #122.

Icon Wealth Partners first reported a position in IGM in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2021. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

Icon Wealth Partners held 14,688 shares of iShares Expanded Tech Sector ETF worth $936K as of Q3 2023.
Icon Wealth Partners left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2023.
iShares Expanded Tech Sector ETF made up 0.11% of Icon Wealth Partners's portfolio in Q3 2023, its #122 holding.
Icon Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 8 quarters since.
Icon Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $1.24M in Q2 2021.
283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.