Resolute Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Resolute Financial’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 Q4	$587K	Sell	12,582 -1,818	-13%	-$87.1K	0.5%	49
2022 Q3	$663K	Buy	14,400 +18	+0.1%	+$949	0.63%	33
2022 Q2	$706K	Sell	14,382 -498	-3%	-$27.3K	0.61%	35
2022 Q1	$964K	Sell	14,880 -384	-3%	-$24.7K	0.78%	31
2021 Q4	$1.12M	Buy	+15,264	New	+$1.1M	0.83%	28

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 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

DWM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Resolute Financial's IGM Position: Q4 2022 in Review

Resolute Financial reduced its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q4 2022, selling an estimated $87.1K and leaving 12,582 shares worth $587K. The position accounts for 0.5% of the portfolio, ranked #49.

Resolute Financial first reported a position in IGM in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2021. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

Resolute Financial held 12,582 shares of iShares Expanded Tech Sector ETF worth $587K as of Q4 2022.
Resolute Financial sold 1,818 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $87.1K.
iShares Expanded Tech Sector ETF made up 0.5% of Resolute Financial's portfolio in Q4 2022, its #49 holding.
Resolute Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares Expanded Tech Sector ETF position peaked at $1.12M in Q4 2021.
251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.