Rinkey Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rinkey Investments’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	-3,588	Closed	-$228K	–	63
2023 Q3	$228K	Sell	3,588 -270	-7%	-$17.8K	0.1%	42
2023 Q2	$253K	Buy	3,858 +150	+4%	+$8.92K	0.12%	48
2023 Q1	$210K	Sell	3,708 -642	-15%	-$33.5K	0.11%	49
2022 Q4	$203K	Hold	4,350	–	–	0.12%	49
2022 Q3	$217K	Sell	4,350 -942	-18%	-$49.6K	0.16%	33
2022 Q2	$293K	Buy	+5,292	New	+$290K	0.26%	32
2022 Q1	–	Sell	-1,494	Closed	-$105K	–	128
2021 Q4	$105K	Buy	+1,494	New	+$107K	0.1%	51

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SEIA

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

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

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

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

Rinkey Investments's IGM Position: Q4 2023 in Review

Rinkey Investments sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2023, closing a stake of 3,588 shares — an estimated $228K sold.

Rinkey Investments first reported a position in IGM in Q4 2021 and held it in 7 quarters. The position peaked at $293K in Q2 2022. 321 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

Rinkey Investments reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2023 after selling out during the quarter.
Rinkey Investments sold 3,588 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $228K.
Rinkey Investments first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and held it in 7 quarters.
Rinkey Investments's iShares Expanded Tech Sector ETF position peaked at $293K in Q2 2022.
321 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Rinkey Investments's 13F filing for Q4 2023, filed 12 Feb 2024.