Insight Inv LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Insight Inv LLC’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 Q1	–	Sell	-780	Closed	-$36.4K	–	91
2022 Q4	$36.4K	Hold	780	–	–	0.04%	91
2022 Q3	$36K	Hold	780	–	–	0.04%	90
2022 Q2	$38K	Hold	780	–	–	0.04%	124
2022 Q1	$51K	Hold	780	–	–	0.05%	91
2021 Q4	$57K	Buy	+780	New	+$56.1K	0.05%	95

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 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

Insight Inv LLC's IGM Position: Q1 2023 in Review

Insight Inv LLC sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2023, closing a stake of 780 shares — an estimated $36.4K sold.

Insight Inv LLC first reported a position in IGM in Q4 2021 and held it in 5 quarters. The position peaked at $57K in Q4 2021. 261 funds tracked by Wall St. Rank hold IGM as of Q1 2023.

Insight Inv LLC reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2023 after selling out during the quarter.
Insight Inv LLC sold 780 iShares Expanded Tech Sector ETF shares in Q1 2023, an estimated $36.4K.
Insight Inv LLC first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and held it in 5 quarters.
Insight Inv LLC's iShares Expanded Tech Sector ETF position peaked at $57K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2023.

Based on Insight Inv LLC's 13F filing for Q1 2023, filed 12 May 2023.