RJT
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Raymond James Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Raymond James Trust’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 		$747K Buy
7,784
+364
+5% +$33.6K 0.02% 604
2024
Q2 		$700K Buy
7,420
+1,636
+28% +$143K 0.02% 589
2024
Q1 		$498K Sell
5,784
-36
-0.6% -$2.93K 0.01% 723
2023
Q4 		$435K Buy
+5,820
New +$398K 0.01% 754
2022
Q4 		– Sell
-10,848
Closed -$500K – 1147
2022
Q3 		$500K Sell
10,848
-12,540
-54% -$661K 0.02% 585
2022
Q2 		$1.15M Sell
23,388
-384
-2% -$21.1K 0.04% 350
2022
Q1 		$1.54M Buy
23,772
+20,892
+725% +$1.35M 0.05% 317
2021
Q4 		$211K Buy
+2,880
New +$207K 0.01% 1090
2021
Q3 		– Sell
-3,162
Closed -$213K – 1145
2021
Q2 		$213K Buy
+3,162
New +$201K 0.01% 1027
2021
Q1 		– Sell
-4,002
Closed -$233K – 1112
2020
Q4 		$233K Sell
4,002
-150
-4% -$8.21K 0.01% 882
2020
Q3 		$214K Sell
4,152
-7,584
-65% -$383K 0.01% 846
2020
Q2 		$546K Buy
+11,736
New +$493K 0.03% 443
2020
Q1 		– Sell
-11,736
Closed -$474K – 883
2019
Q4 		$474K Buy
11,736
+906
+8% +$34.5K 0.02% 484
2019
Q3 		$392K Buy
+10,830
New +$396K 0.02% 542
2017
Q1 		– Sell
-10,056
Closed -$207K – 724
2016
Q4 		$207K Buy
+10,056
New +$207K 0.02% 626
2016
Q1 		– Sell
-11,766
Closed -$217K – 695
2015
Q4 		$217K Buy
+11,766
New +$217K 0.02% 582
2015
Q3 		– Sell
-12,810
Closed -$221K – 635
2015
Q2 		$221K Sell
12,810
-3,570
-22% -$63.3K 0.02% 545
2015
Q1 		$281K Buy
+16,380
New +$281K 0.03% 467

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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

Raymond James Trust's IGM Position: Q3 2024 in Review

Raymond James Trust increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.9% in Q3 2024, buying an estimated $33.6K and bringing the position to 7,784 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #604.

Raymond James Trust first reported a position in IGM in Q1 2015 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2022. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • Raymond James Trust held 7,784 shares of iShares Expanded Tech Sector ETF worth $747K as of Q3 2024.
  • Raymond James Trust bought 364 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $33.6K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #604 holding.
  • Raymond James Trust first reported a position in iShares Expanded Tech Sector ETF in Q1 2015 and has held it in 18 quarters since.
  • Raymond James Trust's iShares Expanded Tech Sector ETF position peaked at $1.54M in Q1 2022.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.