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Washington Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Washington Trust’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
-60
Closed -$3K – 939
2022
Q2 		$3K Hold
60
– – ﹤0.01% 766
2022
Q1 		$4K Hold
60
– – ﹤0.01% 759
2021
Q4 		$4K Hold
60
– – ﹤0.01% 760
2021
Q3 		$4K Hold
60
– – ﹤0.01% 882
2021
Q2 		$4K Hold
60
– – ﹤0.01% 883
2021
Q1 		$4K Buy
+60
New +$3.59K ﹤0.01% 842

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Washington Trust's IGM Position: Q3 2022 in Review

Washington Trust sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2022, closing a stake of 60 shares — an estimated $3K sold.

Washington Trust first reported a position in IGM in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 252 funds tracked by Wall St. Rank hold IGM as of Q3 2022.

  • Washington Trust reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Washington Trust sold 60 iShares Expanded Tech Sector ETF shares in Q3 2022, an estimated $3K.
  • Washington Trust first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and held it in 6 quarters.
  • Washington Trust's iShares Expanded Tech Sector ETF position peaked at $4K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2022.

Based on Washington Trust's 13F filing for Q3 2022, filed 14 Oct 2022.