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

NewSquare Capital’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
2024
Q2 		– Sell
-60
Closed -$5.17K – 401
2024
Q1 		$5.17K Hold
60
– – ﹤0.01% 292
2023
Q4 		$4.48K Hold
60
– – ﹤0.01% 324
2023
Q3 		$3.82K Sell
60
-48
-44% -$3.17K ﹤0.01% 399
2023
Q2 		$7.07K Hold
108
– – ﹤0.01% 379
2023
Q1 		$6.11K Buy
+108
New +$5.63K ﹤0.01% 421

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

NewSquare Capital's IGM Position: Q2 2024 in Review

NewSquare Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2024, closing a stake of 60 shares — an estimated $5.17K sold.

NewSquare Capital first reported a position in IGM in Q1 2023 and held it in 5 quarters. The position peaked at $7.07K in Q2 2023. 369 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

  • NewSquare Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 60 iShares Expanded Tech Sector ETF shares in Q2 2024, an estimated $5.17K.
  • NewSquare Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and held it in 5 quarters.
  • NewSquare Capital's iShares Expanded Tech Sector ETF position peaked at $7.07K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.