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Milestone Advisory Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Milestone Advisory 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
Q3 		$2.58M Buy
40,518
+4,170
+11% +$275K 2.15% 19
2023
Q2 		$2.38M Buy
36,348
+6,282
+21% +$374K 2.15% 17
2023
Q1 		$1.7M Buy
30,066
+5,010
+20% +$261K 1.57% 20
2022
Q4 		$1.17M Sell
25,056
-888
-3% -$42.6K 0.87% 22
2022
Q3 		$1.2M Buy
25,944
+12,300
+90% +$648K 0.9% 23
2022
Q2 		$671K Sell
13,644
-6,516
-32% -$357K 0.54% 33
2022
Q1 		$1.31M Sell
20,160
-7,752
-28% -$499K 0.7% 31
2021
Q4 		$2.04M Buy
27,912
+954
+4% +$68.6K 1.03% 28
2021
Q3 		$1.81M Buy
26,958
+7,134
+36% +$496K 1.07% 27
2021
Q2 		$1.33M Sell
19,824
-1,968
-9% -$125K 0.7% 31
2021
Q1 		$1.31M Buy
21,792
+612
+3% +$36.6K 0.7% 29
2020
Q4 		$1.24M Sell
21,180
-15,810
-43% -$866K 0.7% 31
2020
Q3 		$1.91M Sell
36,990
-1,614
-4% -$81.4K 1.19% 21
2020
Q2 		$1.8M Buy
38,604
+1,806
+5% +$75.9K 1.06% 21
2020
Q1 		$1.3M Sell
36,798
-13,116
-26% -$526K 0.9% 16
2019
Q4 		$2.01M Buy
49,914
+2,904
+6% +$111K 1.06% 20
2019
Q3 		$1.7M Buy
47,010
+25,206
+116% +$922K 0.96% 21
2019
Q2 		$784K Buy
21,804
+690
+3% +$24.4K 0.48% 27
2019
Q1 		$726K Buy
+21,114
New +$678K 0.47% 27

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Advisory Partners's IGM Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q3 2023, buying an estimated $275K and bringing the position to 40,518 shares worth $2.58M. The position accounts for 2.15% of the portfolio, ranked #19.

Milestone Advisory Partners first reported a position in IGM in Q1 2019 and has held it in 19 quarters since. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • Milestone Advisory Partners held 40,518 shares of iShares Expanded Tech Sector ETF worth $2.58M as of Q3 2023.
  • Milestone Advisory Partners bought 4,170 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $275K.
  • iShares Expanded Tech Sector ETF made up 2.15% of Milestone Advisory Partners's portfolio in Q3 2023, its #19 holding.
  • Milestone Advisory Partners first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 19 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.