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

SpiderRock 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 		$345K Sell
3,600
-1,350
-27% -$125K 0.01% 710
2024
Q2 		$467K Hold
4,950
– – 0.01% 576
2024
Q1 		$422K Buy
+4,950
New +$403K 0.01% 565

Other funds holding IGM

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
EH
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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

SpiderRock Advisors's IGM Position: Q3 2024 in Review

SpiderRock Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 27% in Q3 2024, selling an estimated $125K and leaving 3,600 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #710.

SpiderRock Advisors first reported a position in IGM in Q1 2024 and has held it in 3 quarters since. The position peaked at $467K in Q2 2024. 382 funds tracked by Wall St. Rank hold IGM as of Q3 2024.

  • SpiderRock Advisors held 3,600 shares of iShares Expanded Tech Sector ETF worth $345K as of Q3 2024.
  • SpiderRock Advisors sold 1,350 iShares Expanded Tech Sector ETF shares in Q3 2024, an estimated $125K.
  • iShares Expanded Tech Sector ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #710 holding.
  • SpiderRock Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's iShares Expanded Tech Sector ETF position peaked at $467K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.