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

Old Mission 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
2022
Q3 		– Sell
-102,816
Closed -$5.04M – 1138
2022
Q2 		$5.04M Sell
102,816
-9,060
-8% -$497K 0.14% 136
2022
Q1 		$7.25M Buy
+111,876
New +$7.2M 0.2% 69

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Old Mission Capital's IGM Position: Q3 2022 in Review

Old Mission Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 102,816 shares — an estimated $5.04M sold.

Old Mission Capital first reported a position in IGM in Q1 2022 and held it in 2 quarters. The position peaked at $7.25M in Q1 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • Old Mission Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 102,816 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $5.04M.
  • Old Mission Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 2 quarters.
  • Old Mission Capital's iShares Expanded Tech Sector ETF position peaked at $7.25M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.