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TrustCore Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TrustCore Financial Services’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 		$128K Hold
2,748
– – 0.01% 321
2022
Q3 		$127K Hold
2,748
– – 0.01% 315
2022
Q2 		$135K Hold
2,748
– – 0.01% 307
2022
Q1 		$178K Buy
+2,748
New +$177K 0.02% 289

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

TrustCore Financial Services's IGM Position: Q4 2022 in Review

TrustCore Financial Services held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2022 at 2,748 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #321.

TrustCore Financial Services first reported a position in IGM in Q1 2022 and has held it in 4 quarters since. The position peaked at $178K in Q1 2022. 251 funds tracked by Wall St. Rank hold IGM as of Q4 2022.

  • TrustCore Financial Services held 2,748 shares of iShares Expanded Tech Sector ETF worth $128K as of Q4 2022.
  • TrustCore Financial Services left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2022.
  • iShares Expanded Tech Sector ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #321 holding.
  • TrustCore Financial Services first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 4 quarters since.
  • TrustCore Financial Services's iShares Expanded Tech Sector ETF position peaked at $178K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.