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Advisor Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Advisor Group’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
2019
Q4 		$1.55M Sell
38,382
-12,642
-25% -$481K 0.01% 946
2019
Q3 		$1.84M Buy
51,024
+9,270
+22% +$339K 0.01% 797
2019
Q2 		$1.5M Buy
41,754
+9,078
+28% +$321K 0.01% 896
2019
Q1 		$1.12M Buy
32,676
+3,324
+11% +$107K 0.01% 1014
2018
Q4 		$839K Buy
29,352
+3,606
+14% +$112K 0.01% 1052
2018
Q3 		$899K Buy
25,746
+17,784
+223% +$603K 0.01% 1060
2018
Q2 		$256K Buy
7,962
+768
+11% +$24.2K ﹤0.01% 1790
2018
Q1 		$215K Sell
7,194
-258
-3% -$7.83K ﹤0.01% 1923
2017
Q4 		$209K Buy
7,452
+3,348
+82% +$92.5K ﹤0.01% 1969
2017
Q3 		$106K Sell
4,104
-108
-3% -$2.73K ﹤0.01% 2350
2017
Q2 		$102K Sell
4,212
-1,692
-29% -$40.6K ﹤0.01% 2285
2017
Q1 		$137K Buy
5,904
+978
+20% +$21.7K ﹤0.01% 1937
2016
Q4 		$102K Buy
4,926
+1,422
+41% +$29.3K ﹤0.01% 2053
2016
Q3 		$72K Sell
3,504
-76,530
-96% -$1.52M ﹤0.01% 2245
2016
Q2 		$1.47M Buy
+80,034
New +$1.47M 0.04% 475

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Group's IGM Position: Q4 2019 in Review

Advisor Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 25% in Q4 2019, selling an estimated $481K and leaving 38,382 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #946.

Advisor Group first reported a position in IGM in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.84M in Q3 2019. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

  • Advisor Group held 38,382 shares of iShares Expanded Tech Sector ETF worth $1.55M as of Q4 2019.
  • Advisor Group sold 12,642 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $481K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #946 holding.
  • Advisor Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Expanded Tech Sector ETF position peaked at $1.84M in Q3 2019.
  • 168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.