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Allred Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-2,256
Closed -$135K – 457
2021
Q1 		$135K Buy
+2,256
New +$135K 0.06% 219
2020
Q1 		– Sell
-2,568
Closed -$104K – 394
2019
Q4 		$104K Buy
+2,568
New +$97.8K 0.06% 213

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allred Capital Management's IGM Position: Q2 2021 in Review

Allred Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2021, closing a stake of 2,256 shares — an estimated $135K sold.

Allred Capital Management first reported a position in IGM in Q4 2019 and held it in 2 quarters. The position peaked at $135K in Q1 2021. 264 funds tracked by Wall St. Rank hold IGM as of Q2 2021.

  • Allred Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 2,256 iShares Expanded Tech Sector ETF shares in Q2 2021, an estimated $135K.
  • Allred Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's iShares Expanded Tech Sector ETF position peaked at $135K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.