TW
IGM icon

TrinityPoint Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TrinityPoint Wealth’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
Q4 		– Sell
-26,142
Closed -$1.2M – 286
2022
Q3 		$1.2M Sell
26,142
-29,022
-53% -$1.53M 0.28% 95
2022
Q2 		$2.71M Buy
55,164
+5,640
+11% +$309K 0.6% 44
2022
Q1 		$3.21M Buy
+49,524
New +$3.19M 0.58% 47

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TrinityPoint Wealth's IGM Position: Q4 2022 in Review

TrinityPoint Wealth sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2022, closing a stake of 26,142 shares — an estimated $1.2M sold.

TrinityPoint Wealth first reported a position in IGM in Q1 2022 and held it in 3 quarters. The position peaked at $3.21M in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • TrinityPoint Wealth reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 26,142 iShares Expanded Tech Sector ETF shares in Q4 2022, an estimated $1.2M.
  • TrinityPoint Wealth first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 3 quarters.
  • TrinityPoint Wealth's iShares Expanded Tech Sector ETF position peaked at $3.21M in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.