McCarthy Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-456	Closed	-$30K	–	144
2022 Q1	$30K	Hold	456	–	–	0.02%	110
2021 Q4	$33K	Hold	456	–	–	0.02%	106
2021 Q3	$31K	Hold	456	–	–	0.02%	112
2021 Q2	$31K	Hold	456	–	–	0.02%	130
2021 Q1	$27K	Sell	456 -6	-1%	-$359	0.02%	127
2020 Q4	$27K	Buy	+462	New	+$25.3K	0.02%	125

Other funds holding IGM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

McCarthy Asset Management's IGM Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 456 shares — an estimated $30K sold.

McCarthy Asset Management first reported a position in IGM in Q4 2020 and held it in 6 quarters. The position peaked at $33K in Q4 2021. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

McCarthy Asset Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 456 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $30K.
McCarthy Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's iShares Expanded Tech Sector ETF position peaked at $33K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.