Rockbridge Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rockbridge Investment Management’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	-360	Closed	-$26.9K	–	352
2023 Q4	$26.9K	Buy	+360	New	+$24.6K	﹤0.01%	299
2022 Q3	–	Sell	-360	Closed	-$17.7K	–	328
2022 Q2	$17.7K	Hold	360	–	–	﹤0.01%	315
2022 Q1	$23.3K	Hold	360	–	–	﹤0.01%	401
2021 Q4	$26K	Hold	360	–	–	﹤0.01%	449
2021 Q3	$24K	Hold	360	–	–	﹤0.01%	426
2021 Q2	$24K	Hold	360	–	–	﹤0.01%	424
2021 Q1	$22K	Hold	360	–	–	﹤0.01%	414
2020 Q4	$21K	Hold	360	–	–	﹤0.01%	409
2020 Q3	$19K	Hold	360	–	–	﹤0.01%	390
2020 Q2	$17K	Buy	+360	New	+$15.1K	﹤0.01%	359

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Rockbridge Investment Management's IGM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2024, closing a stake of 360 shares — an estimated $26.9K sold.

Rockbridge Investment Management first reported a position in IGM in Q2 2020 and held it in 10 quarters. The position peaked at $26.9K in Q4 2023. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 360 iShares Expanded Tech Sector ETF shares in Q1 2024, an estimated $26.9K.
Rockbridge Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's iShares Expanded Tech Sector ETF position peaked at $26.9K in Q4 2023.
339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.