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

Tactive 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
Q1 		$1.03M Buy
+11,948
New +$973K 0.55% 45

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Tactive Advisors's IGM Position: Q1 2024 in Review

Tactive Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2024: 11,948 shares worth $1.03M. The stake represents 0.55% of the portfolio and ranks #45 among its holdings.

340 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

  • Tactive Advisors held 11,948 shares of iShares Expanded Tech Sector ETF worth $1.03M as of Q1 2024.
  • iShares Expanded Tech Sector ETF was a new Tactive Advisors position in Q1 2024.
  • iShares Expanded Tech Sector ETF made up 0.55% of Tactive Advisors's portfolio in Q1 2024, its #45 holding.
  • 340 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.