Murphy Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Murphy Capital 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	$428K	Sell	8,730 -600	-6%	-$32.9K	0.06%	154
2022 Q1	$604K	Hold	9,330	–	–	0.07%	142
2021 Q4	$682K	Hold	9,330	–	–	0.07%	139
2021 Q3	$627K	Hold	9,330	–	–	0.07%	143
2021 Q2	$628K	Hold	9,330	–	–	0.07%	142
2021 Q1	$561K	Hold	9,330	–	–	0.07%	142
2020 Q4	$543K	Sell	9,330 -60	-0.6%	-$3.29K	0.07%	137
2020 Q3	$483K	Hold	9,390	–	–	0.07%	139
2020 Q2	$436K	Hold	9,390	–	–	0.07%	143
2020 Q1	$331K	Hold	9,390	–	–	0.06%	155
2019 Q4	$378K	Hold	9,390	–	–	0.05%	170
2019 Q3	$339K	Hold	9,390	–	–	0.05%	188
2019 Q2	$337K	Sell	9,390 -90	-0.9%	-$3.18K	0.05%	189
2019 Q1	$325K	Hold	9,480	–	–	0.05%	193
2018 Q4	$271K	Hold	9,480	–	–	0.05%	205
2018 Q3	$330K	Buy	9,480 +2,400	+34%	+$81.4K	0.05%	210
2018 Q2	$227K	Sell	7,080 -900	-11%	-$28.4K	0.03%	252
2018 Q1	$238K	Sell	7,980 -3,240	-29%	-$98.4K	0.03%	239
2017 Q4	$315K	Hold	11,220	–	–	0.04%	213
2017 Q3	$290K	Hold	11,220	–	–	0.04%	222
2017 Q2	$270K	Hold	11,220	–	–	0.04%	228
2017 Q1	$258K	Hold	11,220	–	–	0.04%	242
2016 Q4	$231K	Sell	11,220 -60	-0.5%	-$1.23K	0.04%	251
2016 Q3	$232K	Hold	11,280	–	–	0.04%	260
2016 Q2	$206K	Buy	11,280 +60	+0.5%	+$1.1K	0.03%	288
2016 Q1	$206K	Sell	11,220 -1,590	-12%	-$27.4K	0.03%	274
2015 Q4	$236K	Hold	12,810	–	–	0.04%	280
2015 Q3	$214K	Buy	12,810 +90	+0.7%	+$1.56K	0.04%	270
2015 Q2	$219K	Hold	12,720	–	–	0.03%	293
2015 Q1	$218K	Hold	12,720	–	–	0.03%	301
2014 Q4	$216K	Hold	12,720	–	–	0.03%	305
2014 Q3	$207K	Sell	12,720 -600	-5%	-$9.77K	0.03%	316
2014 Q2	$211K	Hold	13,320	–	–	0.03%	318
2014 Q1	$201K	Sell	13,320 -510	-4%	-$7.67K	0.03%	313
2013 Q4	$206K	Buy	+13,830	New	+$194K	0.04%	302

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

Murphy Capital Management's IGM Position: Q2 2022 in Review

Murphy Capital Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 6.4% in Q2 2022, selling an estimated $32.9K and leaving 8,730 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #154.

Murphy Capital Management first reported a position in IGM in Q4 2013 and has held it in 35 quarters since. The position peaked at $682K in Q4 2021. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

Murphy Capital Management held 8,730 shares of iShares Expanded Tech Sector ETF worth $428K as of Q2 2022.
Murphy Capital Management sold 600 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $32.9K.
iShares Expanded Tech Sector ETF made up 0.06% of Murphy Capital Management's portfolio in Q2 2022, its #154 holding.
Murphy Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and has held it in 35 quarters since.
Murphy Capital Management's iShares Expanded Tech Sector ETF position peaked at $682K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.