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Pinnacle Private Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pinnacle Private Wealth’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 		$462K Hold
9,420
– – 0.18% 133
2022
Q1 		$610K Hold
9,420
– – 0.19% 120
2021
Q4 		$689K Buy
+9,420
New +$677K 0.22% 114

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pinnacle Private Wealth's IGM Position: Q2 2022 in Review

Pinnacle Private Wealth held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2022 at 9,420 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #133.

Pinnacle Private Wealth first reported a position in IGM in Q4 2021 and has held it in 3 quarters since. The position peaked at $689K in Q4 2021. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

  • Pinnacle Private Wealth held 9,420 shares of iShares Expanded Tech Sector ETF worth $462K as of Q2 2022.
  • Pinnacle Private Wealth left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2022.
  • iShares Expanded Tech Sector ETF made up 0.18% of Pinnacle Private Wealth's portfolio in Q2 2022, its #133 holding.
  • Pinnacle Private Wealth first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Expanded Tech Sector ETF position peaked at $689K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.