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

Norwood Financial’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 Q1	$295K	Hold	3,426	–	–	0.43%	52
2023 Q4	$256K	Hold	3,426	–	–	0.39%	57
2023 Q3	$218K	Buy	3,426 +60	+2%	+$3.96K	0.35%	64
2023 Q2	$220K	Hold	3,366	–	–	0.33%	66
2023 Q1	$190K	Buy	3,366 +600	+22%	+$31.3K	0.3%	73
2022 Q4	$129K	Sell	2,766 -534	-16%	-$25.6K	0.2%	85
2022 Q3	$152K	Hold	3,300	–	–	0.27%	74
2022 Q2	$162K	Buy	3,300 +720	+28%	+$39.5K	0.28%	73
2022 Q1	$167K	Buy	2,580 +150	+6%	+$9.66K	0.24%	76
2021 Q4	$178K	Buy	+2,430	New	+$175K	0.25%	74

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norwood Financial's IGM Position: Q1 2024 in Review

Norwood Financial held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2024 at 3,426 shares worth $295K. The position accounts for 0.43% of the portfolio, ranked #52.

Norwood Financial first reported a position in IGM in Q4 2021 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Norwood Financial held 3,426 shares of iShares Expanded Tech Sector ETF worth $295K as of Q1 2024.
Norwood Financial left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2024.
iShares Expanded Tech Sector ETF made up 0.43% of Norwood Financial's portfolio in Q1 2024, its #52 holding.
Norwood Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 10 quarters since.
339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.