SMFG
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Sumitomo Mitsui Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sumitomo Mitsui Financial Group’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
2023
Q1 		– Sell
-30,600
Closed -$1.43M – 169
2022
Q4 		$1.43M Hold
30,600
– – 0.05% 94
2022
Q3 		$1.41M Buy
+30,600
New +$1.61M 0.06% 102

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

Sumitomo Mitsui Financial Group's IGM Position: Q1 2023 in Review

Sumitomo Mitsui Financial Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2023, closing a stake of 30,600 shares — an estimated $1.43M sold.

Sumitomo Mitsui Financial Group first reported a position in IGM in Q3 2022 and held it in 2 quarters. The position peaked at $1.43M in Q4 2022. 261 funds tracked by Wall St. Rank hold IGM as of Q1 2023.

  • Sumitomo Mitsui Financial Group reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 30,600 iShares Expanded Tech Sector ETF shares in Q1 2023, an estimated $1.43M.
  • Sumitomo Mitsui Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2022 and held it in 2 quarters.
  • Sumitomo Mitsui Financial Group's iShares Expanded Tech Sector ETF position peaked at $1.43M in Q4 2022.
  • 261 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2023, filed 11 May 2023.