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Slow Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Slow Capital’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
-8,280
Closed -$381K – 139
2022
Q3 		$381K Sell
8,280
-300
-3% -$15.8K 0.08% 133
2022
Q2 		$421K Sell
8,580
-900
-9% -$49.4K 0.1% 122
2022
Q1 		$614K Sell
9,480
-66
-0.7% -$4.25K 0.11% 123
2021
Q4 		$698K Hold
9,546
– – 0.12% 136
2021
Q3 		$642K Sell
9,546
-102
-1% -$7.09K 0.12% 140
2021
Q2 		$650K Sell
9,648
-3,480
-27% -$222K 0.12% 140
2021
Q1 		$1.16M Buy
13,128
+2,568
+24% +$154K 0.25% 128
2020
Q4 		$616K Sell
10,560
-1,398
-12% -$76.6K 0.15% 136
2020
Q3 		$616K Buy
+11,958
New +$603K 0.17% 137
2020
Q2 		– Sell
-10,560
Closed -$373K – 169
2020
Q1 		$373K Sell
10,560
-1,440
-12% -$57.7K 0.14% 134
2019
Q4 		$484K Hold
12,000
– – 0.15% 146
2019
Q3 		$434K Hold
12,000
– – 0.15% 132
2019
Q2 		$431K Hold
12,000
– – 0.18% 134
2019
Q1 		$412K Buy
+12,000
New +$385K 0.16% 137
2018
Q4 		– Sell
-17,268
Closed -$603K – 147
2018
Q3 		$603K Buy
17,268
+600
+4% +$20.4K 0.27% 110
2018
Q2 		$536K Buy
16,668
+13,200
+381% +$416K 0.27% 107
2018
Q1 		$104K Sell
3,468
-660
-16% -$20K 0.05% 154
2017
Q4 		$116K Buy
+4,128
New +$114K 0.06% 141

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Slow Capital's IGM Position: Q4 2022 in Review

Slow Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 8,280 shares — an estimated $381K sold.

Slow Capital first reported a position in IGM in Q4 2017 and held it in 18 quarters. The position peaked at $1.16M in Q1 2021. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • Slow Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
  • Slow Capital sold 8,280 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $381K.
  • Slow Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 18 quarters.
  • Slow Capital's iShares Expanded Tech Sector ETF position peaked at $1.16M in Q1 2021.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on Slow Capital's 13F filing for Q4 2022, filed 13 Feb 2023.