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

Transamerica 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
2022
Q3 		– Sell
-6
Closed -$1K – 667
2022
Q2 		$1K Buy
+6
New +$329 ﹤0.01% 513
2020
Q3 		– Sell
-6
Closed -$1K – 325
2020
Q2 		$1K Buy
+6
New +$252 ﹤0.01% 408
2019
Q3 		– Sell
-6
Closed -$1K – 295
2019
Q2 		$1K Buy
+6
New +$212 ﹤0.01% 461
2019
Q1 		– Sell
-6
Closed -$1K – 262
2018
Q4 		$1K Hold
6
– – ﹤0.01% 429
2018
Q3 		$1K Hold
6
– – ﹤0.01% 432
2018
Q2 		$1K Hold
6
– – ﹤0.01% 400
2018
Q1 		$1K Hold
6
– – ﹤0.01% 380
2017
Q4 		$1K Buy
+6
New +$166 ﹤0.01% 364
2017
Q3 		– Sell
-12
Closed -$1K – 431
2017
Q2 		$1K Hold
12
– – ﹤0.01% 334
2017
Q1 		$1K Hold
12
– – ﹤0.01% 331
2016
Q4 		$1K Hold
12
– – ﹤0.01% 367
2016
Q3 		$1K Sell
12
-60
-83% -$1.19K ﹤0.01% 372
2016
Q2 		$2K Sell
72
-2,604
-97% -$47.7K ﹤0.01% 283
2016
Q1 		$50K Sell
2,676
-37,884
-93% -$652K ﹤0.01% 369
2015
Q4 		$749K Sell
40,560
-132
-0.3% -$2.43K 0.06% 196
2015
Q3 		$681K Sell
40,692
-16,014
-28% -$278K 0.05% 186
2015
Q2 		$980K Buy
+56,706
New +$1M 0.07% 178

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Transamerica Financial Advisors's IGM Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IGM in Q2 2015 and held it in 17 quarters. The position peaked at $980K in Q2 2015. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • Transamerica Financial Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Transamerica Financial Advisors sold 6 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2015 and held it in 17 quarters.
  • Transamerica Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $980K in Q2 2015.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.