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

Marcum 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
Q4 		– Sell
-6,666
Closed -$307K – 388
2022
Q3 		$307K Sell
6,666
-6,978
-51% -$368K 0.05% 236
2022
Q2 		$669K Buy
13,644
+924
+7% +$50.7K 0.1% 125
2022
Q1 		$824K Buy
+12,720
New +$819K 0.11% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Marcum Wealth's IGM Position: Q4 2022 in Review

Marcum Wealth sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 6,666 shares — an estimated $307K sold.

Marcum Wealth first reported a position in IGM in Q1 2022 and held it in 3 quarters. The position peaked at $824K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Marcum Wealth reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
  • Marcum Wealth sold 6,666 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $307K.
  • Marcum Wealth first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 3 quarters.
  • Marcum Wealth's iShares Expanded Tech Sector ETF position peaked at $824K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.