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Personal Capital Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Personal Capital Advisors’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
Q4 		$201K Buy
+4,302
New +$206K ﹤0.01% 469
2022
Q3 		– Sell
-4,626
Closed -$227K – 461
2022
Q2 		$227K Hold
4,626
– – ﹤0.01% 407
2022
Q1 		$300K Buy
+4,626
New +$298K ﹤0.01% 391

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Personal Capital Advisors's IGM Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q4 2022: 4,302 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in IGM as recently as Q2 2022.

Personal Capital Advisors first reported a position in IGM in Q1 2022 and has held it in 3 quarters since. The position peaked at $300K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Personal Capital Advisors held 4,302 shares of iShares Expanded Tech Sector ETF worth $201K as of Q4 2022.
  • iShares Expanded Tech Sector ETF was a new Personal Capital Advisors position in Q4 2022.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #469 holding.
  • Personal Capital Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 3 quarters since.
  • Personal Capital Advisors's iShares Expanded Tech Sector ETF position peaked at $300K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.