WealthSource Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

WealthSource Partners’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 Q4	$1.01M	Buy	13,500 +2,220	+20%	+$152K	0.07%	196
2023 Q3	$718K	Sell	11,280 -3,846	-25%	-$254K	0.05%	238
2023 Q2	$990K	Sell	15,126 -6	-0%	-$357	0.07%	194
2023 Q1	$856K	Buy	15,132 +474	+3%	+$24.7K	0.06%	214
2022 Q4	$684K	Buy	+14,658	New	+$702K	0.05%	247
2017 Q4	–	Sell	-9,228	Closed	-$239K	–	315
2017 Q3	$239K	Buy	+9,228	New	+$233K	0.08%	238

Other funds holding IGM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthSource Partners's IGM Position: Q4 2023 in Review

WealthSource Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 20% in Q4 2023, buying an estimated $152K and bringing the position to 13,500 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #196.

WealthSource Partners first reported a position in IGM in Q3 2017 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold IGM as of Q4 2023.

WealthSource Partners held 13,500 shares of iShares Expanded Tech Sector ETF worth $1.01M as of Q4 2023.
WealthSource Partners bought 2,220 iShares Expanded Tech Sector ETF shares in Q4 2023, an estimated $152K.
iShares Expanded Tech Sector ETF made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #196 holding.
WealthSource Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and has held it in 6 quarters since.
321 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.