SA
IGM icon

Shilanski & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Shilanski & Associates’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
-6,000
Closed -$276K – 142
2022
Q3 		$276K Buy
+6,000
New +$316K 0.1% 108

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

Shilanski & Associates's IGM Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 6,000 shares — an estimated $276K sold.

Shilanski & Associates first reported a position in IGM in Q3 2022 and held it in 1 quarter. The position peaked at $276K in Q3 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 6,000 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $276K.
  • Shilanski & Associates first reported a position in iShares Expanded Tech Sector ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Expanded Tech Sector ETF position peaked at $276K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.