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

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

Rollins Financial's IGM Position: Q4 2023 in Review

Rollins Financial sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2023, closing a stake of 3,288 shares — an estimated $209K sold.

Rollins Financial first reported a position in IGM in Q4 2020 and held it in 9 quarters. The position peaked at $758K in Q1 2021. 321 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

Rollins Financial reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2023 after selling out during the quarter.
Rollins Financial sold 3,288 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $209K.
Rollins Financial first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 9 quarters.
Rollins Financial's iShares Expanded Tech Sector ETF position peaked at $758K in Q1 2021.
321 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.