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

Tiedemann 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 Q3	$573K	Sell	8,988 -2,622	-23%	-$173K	0.02%	160
2023 Q2	$760K	Buy	+11,610	New	+$690K	0.03%	136
2022 Q2	–	Sell	-13,356	Closed	-$866K	–	268
2022 Q1	$866K	Buy	13,356 +438	+3%	+$28.2K	0.04%	151
2021 Q4	$946K	Hold	12,918	–	–	0.05%	146
2021 Q3	$870K	Sell	12,918 -2,106	-14%	-$146K	0.05%	149
2021 Q2	$1.01M	Sell	15,024 -600	-4%	-$38.2K	0.04%	173
2021 Q1	$940K	Sell	15,624 -4,110	-21%	-$246K	0.04%	170
2020 Q4	$1.15M	Sell	19,734 -3,414	-15%	-$187K	0.06%	139
2020 Q3	$1.19M	Buy	23,148 +1,848	+9%	+$93.2K	0.06%	159
2020 Q2	$991K	Sell	21,300 -468	-2%	-$19.7K	0.05%	164
2020 Q1	$768K	Buy	21,768 +11,406	+110%	+$457K	0.05%	176
2019 Q4	$420K	Buy	10,362 +180	+2%	+$6.86K	0.02%	220
2019 Q3	$368K	Buy	+10,182	New	+$372K	0.02%	241
2017 Q1	–	Sell	-212,202	Closed	-$4.38M	–	407
2016 Q4	$4.38M	Hold	212,202	–	–	0.44%	48
2016 Q3	$4.39M	Buy	+212,202	New	+$4.2M	0.91%	17

Other funds holding IGM

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

Equitable Holdings New York $15.5B AUM 19.09% 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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tiedemann Advisors's IGM Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 23% in Q3 2023, selling an estimated $173K and leaving 8,988 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #160.

Tiedemann Advisors first reported a position in IGM in Q3 2016 and has held it in 15 quarters since. The position peaked at $4.39M in Q3 2016. 283 funds tracked by Wall St. Rank hold IGM as of Q3 2023.

Tiedemann Advisors held 8,988 shares of iShares Expanded Tech Sector ETF worth $573K as of Q3 2023.
Tiedemann Advisors sold 2,622 iShares Expanded Tech Sector ETF shares in Q3 2023, an estimated $173K.
iShares Expanded Tech Sector ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #160 holding.
Tiedemann Advisors first reported a position in iShares Expanded Tech Sector ETF in Q3 2016 and has held it in 15 quarters since.
Tiedemann Advisors's iShares Expanded Tech Sector ETF position peaked at $4.39M in Q3 2016.
283 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.