Rathbones Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rathbones Group’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 Q1	–	Sell	-9,180	Closed	-$686K	–	622
2023 Q4	$686K	Hold	9,180	–	–	﹤0.01%	354
2023 Q3	$585K	Hold	9,180	–	–	﹤0.01%	374
2023 Q2	$601K	Hold	9,180	–	–	0.01%	284
2023 Q1	$519K	Hold	9,180	–	–	0.01%	291
2022 Q4	$428K	Hold	9,180	–	–	﹤0.01%	309
2022 Q3	$423K	Hold	9,180	–	–	0.01%	301
2022 Q2	$450K	Hold	9,180	–	–	0.01%	305
2022 Q1	$595K	Hold	9,180	–	–	0.01%	287
2021 Q4	$672K	Hold	9,180	–	–	0.01%	280
2021 Q3	$618K	Hold	9,180	–	–	0.01%	281
2021 Q2	$618K	Hold	9,180	–	–	0.01%	288
2021 Q1	$552K	Hold	9,180	–	–	0.01%	286
2020 Q4	$535K	Hold	9,180	–	–	0.01%	279
2020 Q3	$473K	Hold	9,180	–	–	0.01%	266
2020 Q2	$427K	Hold	9,180	–	–	0.01%	255
2020 Q1	$324K	Hold	9,180	–	–	0.01%	240
2019 Q4	$370K	Hold	9,180	–	–	0.01%	261
2019 Q3	$332K	Hold	9,180	–	–	0.01%	272
2019 Q2	$330K	Hold	9,180	–	–	0.01%	262
2019 Q1	$316K	Hold	9,180	–	–	0.01%	256
2018 Q4	$263K	Buy	+9,180	New	+$284K	0.01%	268

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

DWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rathbones Group's IGM Position: Q1 2024 in Review

Rathbones Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2024, closing a stake of 9,180 shares — an estimated $686K sold.

Rathbones Group first reported a position in IGM in Q4 2018 and held it in 21 quarters. The position peaked at $686K in Q4 2023. 340 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Rathbones Group reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2024 after selling out during the quarter.
Rathbones Group sold 9,180 iShares Expanded Tech Sector ETF shares in Q1 2024, an estimated $686K.
Rathbones Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 21 quarters.
Rathbones Group's iShares Expanded Tech Sector ETF position peaked at $686K in Q4 2023.
340 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Rathbones Group's 13F filing for Q1 2024, filed 14 May 2024.