PWM
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Provident Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Provident Wealth Management’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
-270
Closed -$17K – 99
2022
Q1 		$17K Hold
270
– – 0.01% 86
2021
Q4 		$20K Hold
270
– – 0.01% 80
2021
Q3 		$18K Hold
270
– – 0.01% 71
2021
Q2 		$18K Sell
270
-9,348
-97% -$595K 0.02% 71
2021
Q1 		$578K Sell
9,618
-57,636
-86% -$3.45M 0.64% 28
2020
Q4 		$3.92M Sell
67,254
-858
-1% -$47K 4.55% 4
2020
Q3 		$3.51M Buy
68,112
+1,152
+2% +$58.1K 4.07% 5
2020
Q2 		$3.12M Sell
66,960
-4,428
-6% -$186K 3.43% 7
2020
Q1 		$2.52M Sell
71,388
-4,224
-6% -$169K 3.08% 8
2019
Q4 		$3.05M Buy
+75,612
New +$2.88M 2.72% 9

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 $4.14B AUM 15.99% 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