Kore Private Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kore Private Wealth’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 Q3	$376K	Hold	8,166	–	–	0.07%	158
2022 Q2	$401K	Sell	8,166 -600	-7%	-$32.9K	0.06%	178
2022 Q1	$568K	Hold	8,766	–	–	0.07%	161
2021 Q4	$641K	Hold	8,766	–	–	0.08%	145
2021 Q3	$590K	Sell	8,766 -888	-9%	-$61.7K	0.06%	214
2021 Q2	$650K	Buy	+9,654	New	+$615K	0.07%	185
2020 Q3	–	Sell	-600	Closed	-$27K	–	645
2020 Q2	$27K	Hold	600	–	–	0.01%	590
2020 Q1	$21K	Hold	600	–	–	0.01%	581
2019 Q4	$24K	Buy	+600	New	+$22.9K	﹤0.01%	602
2019 Q2	–	Sell	-930	Closed	-$32K	–	498
2019 Q1	$32K	Buy	930 +330	+55%	+$10.6K	0.01%	449
2018 Q4	$17K	Buy	+600	New	+$18.6K	﹤0.01%	505

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

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

Kore Private Wealth's IGM Position: Q3 2022 in Review

Kore Private Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2022 at 8,166 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #158.

Kore Private Wealth first reported a position in IGM in Q4 2018 and has held it in 11 quarters since. The position peaked at $650K in Q2 2021. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

Kore Private Wealth held 8,166 shares of iShares Expanded Tech Sector ETF worth $376K as of Q3 2022.
Kore Private Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2022.
iShares Expanded Tech Sector ETF made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #158 holding.
Kore Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 11 quarters since.
Kore Private Wealth's iShares Expanded Tech Sector ETF position peaked at $650K in Q2 2021.
252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.