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

Teamwork Financial 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
2023
Q4 		– Sell
-27,120
Closed -$1.73M – 204
2023
Q3 		$1.73M Buy
27,120
+462
+2% +$30.5K 0.28% 59
2023
Q2 		$1.75M Buy
26,658
+4,056
+18% +$241K 0.28% 59
2023
Q1 		$1.28M Sell
22,602
-822
-4% -$42.9K 0.24% 72
2022
Q4 		$1.09M Buy
23,424
+11,730
+100% +$562K 0.22% 75
2022
Q3 		$539K Buy
11,694
+504
+5% +$26.6K 0.12% 108
2022
Q2 		$549K Sell
11,190
-10,770
-49% -$591K 0.12% 118
2022
Q1 		$1.42M Sell
21,960
-1,632
-7% -$105K 0.27% 70
2021
Q4 		$1.73M Sell
23,592
-24
-0.1% -$1.73K 0.32% 60
2021
Q3 		$1.59M Buy
23,616
+858
+4% +$59.6K 0.31% 60
2021
Q2 		$1.53M Buy
22,758
+3,786
+20% +$241K 0.31% 56
2021
Q1 		$1.14M Sell
18,972
-5,454
-22% -$326K 0.27% 79
2020
Q4 		$1.42M Buy
24,426
+4,386
+22% +$240K 0.34% 53
2020
Q3 		$1.03M Sell
20,040
-2,340
-10% -$118K 0.32% 67
2020
Q2 		$1.04M Buy
+22,380
New +$941K 0.37% 66

Other funds holding IGM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Teamwork Financial Advisors's IGM Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2023, closing a stake of 27,120 shares — an estimated $1.73M sold.

Teamwork Financial Advisors first reported a position in IGM in Q2 2020 and held it in 14 quarters. The position peaked at $1.75M in Q2 2023. 320 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

  • Teamwork Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 27,120 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $1.73M.
  • Teamwork Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and held it in 14 quarters.
  • Teamwork Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $1.75M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.