Oak Ridge Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Oak Ridge Investments’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
2023 Q3	–	Sell	-6,036	Closed	-$395K	–	145
2023 Q2	$395K	Hold	6,036	–	–	0.05%	138
2023 Q1	$341K	Hold	6,036	–	–	0.05%	138
2022 Q4	$282K	Hold	6,036	–	–	0.04%	142
2022 Q3	$278K	Hold	6,036	–	–	0.04%	148
2022 Q2	$296K	Hold	6,036	–	–	0.04%	147
2022 Q1	$391K	Hold	6,036	–	–	0.04%	147
2021 Q4	$442K	Hold	6,036	–	–	0.04%	163
2021 Q3	$406K	Hold	6,036	–	–	0.04%	169
2021 Q2	$406K	Hold	6,036	–	–	0.04%	168
2021 Q1	$363K	Buy	+6,036	New	+$361K	0.03%	168

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Ridge Investments's IGM Position: Q3 2023 in Review

Oak Ridge Investments sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2023, closing a stake of 6,036 shares — an estimated $395K sold.

Oak Ridge Investments first reported a position in IGM in Q1 2021 and held it in 10 quarters. The position peaked at $442K in Q4 2021. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

Oak Ridge Investments reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2023 after selling out during the quarter.
Oak Ridge Investments sold 6,036 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $395K.
Oak Ridge Investments first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and held it in 10 quarters.
Oak Ridge Investments's iShares Expanded Tech Sector ETF position peaked at $442K in Q4 2021.
283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Oak Ridge Investments's 13F filing for Q3 2023, filed 30 Oct 2023.