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

Legacy Capital 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
Q1 		– Sell
-4,770
Closed -$223K – 255
2022
Q4 		$223K Buy
+4,770
New +$229K 0.11% 56

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
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
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

Legacy Capital Wealth Partners's IGM Position: Q1 2023 in Review

Legacy Capital Wealth Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2023, closing a stake of 4,770 shares — an estimated $223K sold.

Legacy Capital Wealth Partners first reported a position in IGM in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 261 funds tracked by Wall St. Rank hold IGM as of Q1 2023.

  • Legacy Capital Wealth Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 4,770 iShares Expanded Tech Sector ETF shares in Q1 2023, an estimated $223K.
  • Legacy Capital Wealth Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's iShares Expanded Tech Sector ETF position peaked at $223K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.