Pittenger & Anderson Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pittenger & Anderson Inc’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
2024 Q3	–	Sell	-390	Closed	-$36.8K	–	467
2024 Q2	$36.8K	Hold	390	–	–	﹤0.01%	312
2024 Q1	$33.6K	Hold	390	–	–	﹤0.01%	316
2023 Q4	$29.1K	Hold	390	–	–	﹤0.01%	317
2023 Q3	$24.8K	Hold	390	–	–	﹤0.01%	306
2023 Q2	$25.5K	Hold	390	–	–	﹤0.01%	309
2023 Q1	$22.1K	Hold	390	–	–	﹤0.01%	311
2022 Q4	$18.2K	Hold	390	–	–	﹤0.01%	318
2022 Q3	$18K	Hold	390	–	–	﹤0.01%	317
2022 Q2	$19K	Hold	390	–	–	﹤0.01%	313
2022 Q1	$25K	Sell	390 -126,300	-100%	-$8.13M	﹤0.01%	305
2021 Q4	$9.27M	Hold	126,690	–	–	0.43%	73
2021 Q3	$8.52M	Hold	126,690	–	–	0.43%	71
2021 Q2	$8.53M	Hold	126,690	–	–	0.44%	69
2021 Q1	$7.62M	Sell	126,690 -900	-0.7%	-$53.8K	0.41%	73
2020 Q4	$7.44M	Sell	127,590 -750	-0.6%	-$41.1K	0.42%	73
2020 Q3	$6.61M	Hold	128,340	–	–	0.42%	72
2020 Q2	$5.97M	Sell	128,340 -1,470	-1%	-$61.8K	0.42%	73
2020 Q1	$4.58M	Sell	129,810 -1,200	-0.9%	-$48.1K	0.39%	74
2019 Q4	$5.29M	Hold	131,010	–	–	0.35%	73
2019 Q3	$4.74M	Hold	131,010	–	–	0.34%	77
2019 Q2	$4.71M	Hold	131,010	–	–	0.35%	78
2019 Q1	$4.5M	Sell	131,010 -1,680	-1%	-$54K	0.35%	83
2018 Q4	$3.8M	Hold	132,690	–	–	0.35%	82
2018 Q3	$4.63M	Sell	132,690 -1,050	-0.8%	-$35.6K	0.37%	82
2018 Q2	$4.3M	Hold	133,740	–	–	0.37%	79
2018 Q1	$4M	Sell	133,740 -810	-0.6%	-$24.6K	0.35%	81
2017 Q4	$3.79M	Hold	134,550	–	–	0.33%	87
2017 Q3	$3.48M	Sell	134,550 -432	-0.3%	-$10.9K	0.32%	84
2017 Q2	$3.25M	Sell	134,982 -450	-0.3%	-$10.8K	0.31%	87
2017 Q1	$3.13M	Sell	135,432 -1,890	-1%	-$42K	0.31%	87
2016 Q4	$2.83M	Sell	137,322 -1,650	-1%	-$33.9K	0.3%	91
2016 Q3	$2.86M	Sell	138,972 -12,768	-8%	-$253K	0.32%	84
2016 Q2	$2.78M	Sell	151,740 -3,000	-2%	-$54.9K	0.31%	84
2016 Q1	$2.85M	Sell	154,740 -5,550	-3%	-$95.5K	0.33%	77
2015 Q4	$2.96M	Sell	160,290 -8,250	-5%	-$152K	0.37%	72
2015 Q3	$2.82M	Sell	168,540 -2,940	-2%	-$51K	0.37%	71
2015 Q2	$2.96M	Sell	171,480 -750	-0.4%	-$13.3K	0.38%	72
2015 Q1	$2.96M	Sell	172,230 -2,700	-2%	-$46.3K	0.38%	71
2014 Q4	$2.97M	Sell	174,930 -210	-0.1%	-$3.46K	0.39%	68
2014 Q3	$2.86M	Sell	175,140 -60	-0%	-$977	0.42%	55
2014 Q2	$2.78M	Buy	175,200 +12,750	+8%	+$194K	0.41%	65
2014 Q1	$2.46M	Buy	162,450 +120	+0.1%	+$1.8K	0.34%	80
2013 Q4	$2.42M	Buy	162,330 +5,400	+3%	+$75.7K	0.34%	76
2013 Q3	$2.09M	Sell	156,930 -300	-0.2%	-$3.91K	0.33%	85
2013 Q2	$1.95M	Buy	+157,230	New	+$1.94M	0.34%	85

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Pittenger & Anderson Inc's IGM Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 390 shares — an estimated $36.8K sold.

Pittenger & Anderson Inc first reported a position in IGM in Q2 2013 and held it in 45 quarters. The position peaked at $9.27M in Q4 2021. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

Pittenger & Anderson Inc reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
Pittenger & Anderson Inc sold 390 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $36.8K.
Pittenger & Anderson Inc first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 45 quarters.
Pittenger & Anderson Inc's iShares Expanded Tech Sector ETF position peaked at $9.27M in Q4 2021.
382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.