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

Rollins 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
2023
Q4 		– Sell
-3,288
Closed -$209K – 106
2023
Q3 		$209K Hold
3,288
– – 0.05% 102
2023
Q2 		$215K Sell
3,288
-270
-8% -$16.1K 0.06% 99
2023
Q1 		$201K Buy
+3,558
New +$186K 0.07% 116
2022
Q3 		– Sell
-4,758
Closed -$233K – 103
2022
Q2 		$233K Sell
4,758
-1,170
-20% -$64.2K 0.08% 99
2022
Q1 		$384K Sell
5,928
-3,906
-40% -$251K 0.11% 79
2021
Q4 		$720K Buy
+9,834
New +$707K 0.21% 48
2021
Q2 		$732K Sell
10,866
-1,740
-14% -$111K 0.27% 44
2021
Q1 		$758K Hold
12,606
– – 0.33% 39
2020
Q4 		$735K Buy
+12,606
New +$690K 0.34% 37

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 $245B 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 $528B 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 $70.5B 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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return