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

Semmax Financial 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
2024 Q3	–	Sell	-66	Closed	-$5.98K	–	393
2024 Q2	$5.98K	Hold	66	–	–	﹤0.01%	275
2024 Q1	$5.66K	Hold	66	–	–	﹤0.01%	241
2023 Q4	$5.41K	Buy	+66	New	+$4.51K	﹤0.01%	250
2020 Q1	–	Sell	-3,750	Closed	-$151K	–	286
2019 Q4	$151K	Hold	3,750	–	–	0.08%	92
2019 Q3	$136K	Hold	3,750	–	–	0.08%	86
2019 Q2	$135K	Hold	3,750	–	–	0.09%	89
2019 Q1	$129K	Sell	3,750 -420	-10%	-$13.5K	0.09%	152
2018 Q4	$119K	Buy	+4,170	New	+$129K	0.09%	144

Other funds holding IGM

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

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

Equitable Holdings New York $15.5B AUM 19.09% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Semmax Financial Advisors's IGM Position: Q3 2024 in Review

Semmax Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2024, closing a stake of 66 shares — an estimated $5.98K sold.

Semmax Financial Advisors first reported a position in IGM in Q4 2018 and held it in 8 quarters. The position peaked at $151K in Q4 2019. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

Semmax Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2024 after selling out during the quarter.
Semmax Financial Advisors sold 66 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $5.98K.
Semmax Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 8 quarters.
Semmax Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $151K in Q4 2019.
382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.