Kowal Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kowal Investment Group’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
2024 Q3	$614K	Buy	+6,404	New	+$592K	0.11%	101

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Kowal Investment Group's IGM Position: Q3 2024 in Review

Kowal Investment Group opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q3 2024: 6,404 shares worth $614K. The stake represents 0.11% of the portfolio and ranks #101 among its holdings.

382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

Kowal Investment Group held 6,404 shares of iShares Expanded Tech Sector ETF worth $614K as of Q3 2024.
iShares Expanded Tech Sector ETF was a new Kowal Investment Group position in Q3 2024.
iShares Expanded Tech Sector ETF made up 0.11% of Kowal Investment Group's portfolio in Q3 2024, its #101 holding.
382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.