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Ropes Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ropes Wealth 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
Q3 		$769K Hold
12,072
– – 0.15% 122
2023
Q2 		$790K Buy
+12,072
New +$718K 0.13% 135

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's IGM Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2023 at 12,072 shares worth $769K. The position accounts for 0.15% of the portfolio, ranked #122.

Ropes Wealth Advisors first reported a position in IGM in Q2 2023 and has held it in 2 quarters since. The position peaked at $790K in Q2 2023. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • Ropes Wealth Advisors held 12,072 shares of iShares Expanded Tech Sector ETF worth $769K as of Q3 2023.
  • Ropes Wealth Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2023.
  • iShares Expanded Tech Sector ETF made up 0.15% of Ropes Wealth Advisors's portfolio in Q3 2023, its #122 holding.
  • Ropes Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 2 quarters since.
  • Ropes Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $790K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.