SWM
IGM icon

Selective Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-168
Closed -$8K – 404
2022
Q3 		$8K Buy
+168
New +$8.85K ﹤0.01% 547

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Selective Wealth Management's IGM Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 168 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in IGM in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 168 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's iShares Expanded Tech Sector ETF position peaked at $8K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.