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Summitry LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Summitry LLC’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
Q4 		– Sell
-12,180
Closed -$1.17M – 148
2024
Q3 		$1.17M Buy
+12,180
New +$1.13M 0.06% 61

Other funds holding IGM

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Summitry LLC's IGM Position: Q4 2024 in Review

Summitry LLC sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2024, closing a stake of 12,180 shares — an estimated $1.17M sold.

Summitry LLC first reported a position in IGM in Q3 2024 and held it in 1 quarter. The position peaked at $1.17M in Q3 2024. 416 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

  • Summitry LLC reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Summitry LLC sold 12,180 iShares Expanded Tech Sector ETF shares in Q4 2024, an estimated $1.17M.
  • Summitry LLC first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and held it in 1 quarter.
  • Summitry LLC's iShares Expanded Tech Sector ETF position peaked at $1.17M in Q3 2024.
  • 416 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Summitry LLC's 13F filing for Q4 2024, filed 12 Feb 2025.