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

Albion Financial 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
2024 Q1	–	Sell	-420	Closed	-$31.4K	–	511
2023 Q4	$31.4K	Hold	420	–	–	﹤0.01%	250
2023 Q3	$26.8K	Hold	420	–	–	﹤0.01%	246
2023 Q2	$27.5K	Hold	420	–	–	﹤0.01%	254
2023 Q1	$23.8K	Sell	420 -630	-60%	-$32.9K	﹤0.01%	252
2022 Q4	$49K	Hold	1,050	–	–	﹤0.01%	213
2022 Q3	$48K	Hold	1,050	–	–	0.01%	215
2022 Q2	$52K	Hold	1,050	–	–	0.01%	218
2022 Q1	$68K	Hold	1,050	–	–	0.01%	247
2021 Q4	$77K	Hold	1,050	–	–	0.01%	258
2021 Q3	$71K	Hold	1,050	–	–	0.01%	225
2021 Q2	$71K	Buy	+1,050	New	+$66.9K	0.01%	229
2020 Q4	$61K	Buy	+1,050	New	+$57.5K	0.01%	232

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Albion Financial Group's IGM Position: Q1 2024 in Review

Albion Financial Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2024, closing a stake of 420 shares — an estimated $31.4K sold.

Albion Financial Group first reported a position in IGM in Q4 2020 and held it in 12 quarters. The position peaked at $77K in Q4 2021. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

Albion Financial Group reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2024 after selling out during the quarter.
Albion Financial Group sold 420 iShares Expanded Tech Sector ETF shares in Q1 2024, an estimated $31.4K.
Albion Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 12 quarters.
Albion Financial Group's iShares Expanded Tech Sector ETF position peaked at $77K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Albion Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.