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

Resurgent 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
2023
Q4 		– Sell
-1,158
Closed -$73.8K – 515
2023
Q3 		$73.8K Buy
1,158
+36
+3% +$2.37K 0.05% 270
2023
Q2 		$73.5K Buy
+1,122
New +$66.7K 0.05% 276

Other funds holding IGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

Resurgent Financial Advisors's IGM Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2023, closing a stake of 1,158 shares — an estimated $73.8K sold.

Resurgent Financial Advisors first reported a position in IGM in Q2 2023 and held it in 2 quarters. The position peaked at $73.8K in Q3 2023. 320 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,158 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $73.8K.
  • Resurgent Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $73.8K in Q3 2023.
  • 320 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.