Ten Capital Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Ten Capital Wealth 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 Q1	–	Sell	-168	Closed	-$7.77K	–	611
2022 Q4	$7.77K	Sell	168 -24	-13%	-$1.15K	﹤0.01%	338
2022 Q3	$9K	Hold	192	–	–	﹤0.01%	316
2022 Q2	$9K	Hold	192	–	–	﹤0.01%	274
2022 Q1	$13K	Sell	192 -258	-57%	-$16.6K	0.01%	266
2021 Q4	$33K	Hold	450	–	–	0.01%	170
2021 Q3	$30K	Hold	450	–	–	0.01%	173
2021 Q2	$30K	Buy	+450	New	+$28.7K	0.01%	215

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Ten Capital Wealth Advisors's IGM Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2023, closing a stake of 168 shares — an estimated $7.77K sold.

Ten Capital Wealth Advisors first reported a position in IGM in Q2 2021 and held it in 7 quarters. The position peaked at $33K in Q4 2021. 261 funds tracked by Wall St. Rank hold IGM as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 168 iShares Expanded Tech Sector ETF shares in Q1 2023, an estimated $7.77K.
Ten Capital Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $33K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.