MTWM
IGM icon

Masso Torrence Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Masso Torrence Wealth Management’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
Q1 		– Sell
-8,238
Closed -$603K – 202
2021
Q4 		$603K Buy
+8,238
New +$592K 0.42% 44

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Masso Torrence Wealth Management's IGM Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 8,238 shares — an estimated $603K sold.

Masso Torrence Wealth Management first reported a position in IGM in Q4 2021 and held it in 1 quarter. The position peaked at $603K in Q4 2021. 288 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 8,238 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $603K.
  • Masso Torrence Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's iShares Expanded Tech Sector ETF position peaked at $603K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.