T
IGM icon

TCWP’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TCWP’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
Q3 		– Sell
-8,316
Closed -$545K – 140
2023
Q2 		$545K Buy
8,316
+156
+2% +$9.28K 0.12% 107
2023
Q1 		$461K Buy
8,160
+174
+2% +$9.07K 0.09% 147
2022
Q4 		$373K Buy
+7,986
New +$383K 0.08% 170
2022
Q2 		– Sell
-6,060
Closed -$392K – 955
2022
Q1 		$392K Buy
+6,060
New +$390K 0.07% 183

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCWP's IGM Position: Q3 2023 in Review

TCWP sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2023, closing a stake of 8,316 shares — an estimated $545K sold.

TCWP first reported a position in IGM in Q1 2022 and held it in 4 quarters. The position peaked at $545K in Q2 2023. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

  • TCWP reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 8,316 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $545K.
  • TCWP first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 4 quarters.
  • TCWP's iShares Expanded Tech Sector ETF position peaked at $545K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.