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Pathstone Family Office’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pathstone Family Office’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 		$203K Sell
3,192
-126
-4% -$8.31K ﹤0.01% 1512
2023
Q2 		$217K Buy
+3,318
New +$197K ﹤0.01% 1111

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathstone Family Office's IGM Position: Q3 2023 in Review

Pathstone Family Office reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.8% in Q3 2023, selling an estimated $8.31K and leaving 3,192 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Pathstone Family Office first reported a position in IGM in Q2 2023 and has held it in 2 quarters since. The position peaked at $217K in Q2 2023. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • Pathstone Family Office held 3,192 shares of iShares Expanded Tech Sector ETF worth $203K as of Q3 2023.
  • Pathstone Family Office sold 126 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $8.31K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1512 holding.
  • Pathstone Family Office first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's iShares Expanded Tech Sector ETF position peaked at $217K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.