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Next Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Next Financial Group’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
2021
Q4 		$29K Buy
402
+294
+272% +$21.1K ﹤0.01% 1730
2021
Q3 		$7K Hold
108
– – ﹤0.01% 2146
2021
Q2 		$7K Sell
108
-198
-65% -$12.6K ﹤0.01% 2100
2021
Q1 		$19K Hold
306
– – ﹤0.01% 1661
2020
Q4 		$18K Buy
306
+24
+9% +$1.31K ﹤0.01% 1578
2020
Q3 		$15K Buy
+282
New +$14.2K ﹤0.01% 1508
2020
Q1 		– Sell
-15,636
Closed -$631K – 2247
2019
Q4 		$631K Sell
15,636
-150
-1% -$5.71K 0.07% 317
2019
Q3 		$571K Hold
15,786
– – 0.06% 333
2019
Q2 		$567K Buy
15,786
+13,440
+573% +$475K 0.06% 313
2019
Q1 		$81K Sell
2,346
-654
-22% -$21K 0.02% 597
2018
Q4 		$86K Buy
3,000
+504
+20% +$15.6K 0.02% 636
2018
Q3 		$87K Buy
+2,496
New +$84.7K 0.04% 395
2017
Q4 		– Sell
-402
Closed -$11K – 780
2017
Q3 		$11K Sell
402
-2,526
-86% -$63.8K ﹤0.01% 1175
2017
Q2 		$71K Buy
2,928
+2,526
+628% +$60.7K 0.02% 657
2017
Q1 		$10K Sell
402
-600
-60% -$13.3K ﹤0.01% 1275
2016
Q4 		$21K Hold
1,002
– – ﹤0.01% 1349
2016
Q3 		$21K Buy
1,002
+600
+149% +$11.9K ﹤0.01% 1334
2016
Q2 		$7K Hold
402
– – ﹤0.01% 1323
2016
Q1 		$7K Hold
402
– – ﹤0.01% 1279
2015
Q4 		$7K Hold
402
– – ﹤0.01% 1292
2015
Q3 		$6K Buy
+402
New +$6.97K ﹤0.01% 1370
2014
Q4 		– Sell
-600
Closed -$10K – 2108
2014
Q3 		$10K Buy
+600
New +$9.77K ﹤0.01% 1752

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's IGM Position: Q4 2021 in Review

Next Financial Group increased its iShares Expanded Tech Sector ETF (IGM) stake by 272% in Q4 2021, buying an estimated $21.1K and bringing the position to 402 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Next Financial Group first reported a position in IGM in Q3 2014 and has held it in 22 quarters since. The position peaked at $631K in Q4 2019. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

  • Next Financial Group held 402 shares of iShares Expanded Tech Sector ETF worth $29K as of Q4 2021.
  • Next Financial Group bought 294 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $21.1K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1730 holding.
  • Next Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's iShares Expanded Tech Sector ETF position peaked at $631K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.