iShares Expanded Tech Sector ETF $IGM is Shira Ridge Wealth Management’s 4th Largest Position

Shira Ridge Wealth Management lessened its position in iShares Expanded Tech Sector ETF (NYSEARCA:IGM) by 5.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 106,089 shares of the exchange traded fund’s stock after selling 5,720 shares during the quarter. iShares Expanded Tech Sector ETF accounts for approximately 6.1% of Shira Ridge Wealth Management’s portfolio, making the stock its 4th largest holding. Shira Ridge Wealth Management’s holdings in iShares Expanded Tech Sector ETF were worth $17,354,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Tucker Asset Management LLC purchased a new position in shares of iShares Expanded Tech Sector ETF in the 4th quarter worth about $28,000. FAS Wealth Partners Inc. bought a new position in shares of iShares Expanded Tech Sector ETF during the 2nd quarter valued at about $28,000. Atlantic Union Bankshares Corp increased its position in shares of iShares Expanded Tech Sector ETF by 153.2% during the 4th quarter. Atlantic Union Bankshares Corp now owns 238 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 144 shares during the last quarter. Western Wealth Management LLC purchased a new position in shares of iShares Expanded Tech Sector ETF during the 1st quarter valued at about $33,000. Finally, Cary Street Partners Financial LLC purchased a new position in shares of iShares Expanded Tech Sector ETF during the 4th quarter valued at about $37,000.

iShares Expanded Tech Sector ETF Price Performance

NYSEARCA:IGM opened at $163.72 on Monday. The business has a 50 day moving average of $158.93 and a 200 day moving average of $142.21. The company has a market capitalization of $10.75 billion, a price-to-earnings ratio of 34.08 and a beta of 1.39. iShares Expanded Tech Sector ETF has a 1-year low of $112.60 and a 1-year high of $171.48.

iShares Expanded Tech Sector ETF Company Profile

iShares North American Tech ETF, formerly iShares S&P North American Technology Sector Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, of the United States-traded technology companies, as represented by the S&P North American Technology Sector Index (the Index). The Index has been developed as an equity benchmark for the United States-traded, technology-related stocks. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index.