NWM
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Nauset Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Nauset 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 		$1.24M Buy
19,092
+1,170
+7% +$75.3K 0.98% 26
2021
Q4 		$1.31M Buy
+17,922
New +$1.29M 1.25% 21

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $4.28B AUM 19.27% 1-Year Est. Return

Nauset Wealth Management's IGM Position: Q1 2022 in Review

Nauset Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.5% in Q1 2022, buying an estimated $75.3K and bringing the position to 19,092 shares worth $1.24M. The position accounts for 0.98% of the portfolio, ranked #26.

Nauset Wealth Management first reported a position in IGM in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2021. 287 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Nauset Wealth Management held 19,092 shares of iShares Expanded Tech Sector ETF worth $1.24M as of Q1 2022.
  • Nauset Wealth Management bought 1,170 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $75.3K.
  • iShares Expanded Tech Sector ETF made up 0.98% of Nauset Wealth Management's portfolio in Q1 2022, its #26 holding.
  • Nauset Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's iShares Expanded Tech Sector ETF position peaked at $1.31M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.