Plante Moran Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Plante Moran Financial 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
2024 Q2	–	Sell	-636	Closed	-$54.8K	–	837
2024 Q1	$54.8K	Buy	+636	New	+$51.8K	0.01%	319
2019 Q4	–	Sell	-6,000	Closed	-$217K	–	816
2019 Q3	$217K	Hold	6,000	–	–	0.06%	147
2019 Q2	$216K	Hold	6,000	–	–	0.07%	136
2019 Q1	$206K	Hold	6,000	–	–	0.06%	146
2018 Q4	$172K	Hold	6,000	–	–	0.06%	149
2018 Q3	$209K	Hold	6,000	–	–	0.07%	142
2018 Q2	$193K	Hold	6,000	–	–	0.1%	166
2018 Q1	$179K	Hold	6,000	–	–	0.1%	163
2017 Q4	$169K	Hold	6,000	–	–	0.09%	161
2017 Q3	$155K	Hold	6,000	–	–	0.09%	155
2017 Q2	$145K	Hold	6,000	–	–	0.09%	152
2017 Q1	$138K	Hold	6,000	–	–	0.08%	168
2016 Q4	$124K	Hold	6,000	–	–	0.08%	191
2016 Q3	$124K	Hold	6,000	–	–	0.08%	175
2016 Q2	$110K	Hold	6,000	–	–	0.08%	174
2016 Q1	$111K	Hold	6,000	–	–	0.09%	163
2015 Q4	$111K	Hold	6,000	–	–	0.08%	171
2015 Q3	$100K	Hold	6,000	–	–	0.08%	175
2015 Q2	$104K	Hold	6,000	–	–	0.07%	185
2015 Q1	$103K	Buy	+6,000	New	+$103K	0.07%	181

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Plante Moran Financial Advisors's IGM Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2024, closing a stake of 636 shares — an estimated $54.8K sold.

Plante Moran Financial Advisors first reported a position in IGM in Q1 2015 and held it in 20 quarters. The position peaked at $217K in Q3 2019. 369 funds tracked by Wall St. Rank hold IGM as of Q2 2024.

Plante Moran Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 636 iShares Expanded Tech Sector ETF shares in Q2 2024, an estimated $54.8K.
Plante Moran Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2015 and held it in 20 quarters.
Plante Moran Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $217K in Q3 2019.
369 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.