PBF
IGM icon

Petix & Botte Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Petix & Botte 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
2022
Q2 		– Sell
-3,384
Closed -$219K – 87
2022
Q1 		$219K Sell
3,384
-180
-5% -$11.6K 0.07% 110
2021
Q4 		$261K Sell
3,564
-3,564
-50% -$256K 0.17% 71
2021
Q3 		$480K Buy
7,128
+3,564
+100% +$248K 0.16% 67
2021
Q2 		$240K Hold
3,564
– – 0.17% 71
2021
Q1 		$214K Hold
3,564
– – 0.16% 74
2020
Q4 		$208K Buy
+3,564
New +$195K 0.16% 80

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Petix & Botte Financial's IGM Position: Q2 2022 in Review

Petix & Botte Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 3,384 shares — an estimated $219K sold.

Petix & Botte Financial first reported a position in IGM in Q4 2020 and held it in 6 quarters. The position peaked at $480K in Q3 2021. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

  • Petix & Botte Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
  • Petix & Botte Financial sold 3,384 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $219K.
  • Petix & Botte Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 6 quarters.
  • Petix & Botte Financial's iShares Expanded Tech Sector ETF position peaked at $480K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Petix & Botte Financial's 13F filing for Q2 2022, filed 4 Aug 2022.