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

Legacy Wealth Planning’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	$325K	Buy	7,044 +450	+7%	+$23.7K	0.54%	49
2022 Q2	$324K	Hold	6,594	–	–	0.46%	51
2022 Q1	$427K	Buy	6,594 +1,500	+29%	+$96.6K	0.5%	43
2021 Q4	$373K	Hold	5,094	–	–	0.43%	50
2021 Q3	$343K	Hold	5,094	–	–	0.38%	57
2021 Q2	$343K	Hold	5,094	–	–	0.39%	57
2021 Q1	$306K	Hold	5,094	–	–	0.39%	60
2020 Q4	$297K	Sell	5,094 -600	-11%	-$32.9K	0.38%	55
2020 Q3	$293K	Hold	5,694	–	–	0.34%	53
2020 Q2	$265K	Hold	5,694	–	–	0.32%	54
2020 Q1	$201K	Buy	+5,694	New	+$228K	0.32%	66

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

Legacy Wealth Planning's IGM Position: Q3 2022 in Review

Legacy Wealth Planning increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.8% in Q3 2022, buying an estimated $23.7K and bringing the position to 7,044 shares worth $325K. The position accounts for 0.54% of the portfolio, ranked #49.

Legacy Wealth Planning first reported a position in IGM in Q1 2020 and has held it in 11 quarters since. The position peaked at $427K in Q1 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

Legacy Wealth Planning held 7,044 shares of iShares Expanded Tech Sector ETF worth $325K as of Q3 2022.
Legacy Wealth Planning bought 450 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $23.7K.
iShares Expanded Tech Sector ETF made up 0.54% of Legacy Wealth Planning's portfolio in Q3 2022, its #49 holding.
Legacy Wealth Planning first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and has held it in 11 quarters since.
Legacy Wealth Planning's iShares Expanded Tech Sector ETF position peaked at $427K in Q1 2022.
252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.