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Aspire Private Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Aspire Private Capital’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
Q2 		– Sell
-4,284
Closed -$147K – 574
2019
Q1 		$147K Sell
4,284
-36
-0.8% -$1.16K 0.07% 136
2018
Q4 		$124K Buy
+4,320
New +$134K 0.07% 142

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return

Aspire Private Capital's IGM Position: Q2 2019 in Review

Aspire Private Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2019, closing a stake of 4,284 shares — an estimated $147K sold.

Aspire Private Capital first reported a position in IGM in Q4 2018 and held it in 2 quarters. The position peaked at $147K in Q1 2019. 153 funds tracked by Wall St. Rank hold IGM as of Q2 2019.

  • Aspire Private Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2019 after selling out during the quarter.
  • Aspire Private Capital sold 4,284 iShares Expanded Tech Sector ETF shares in Q2 2019, an estimated $147K.
  • Aspire Private Capital first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 2 quarters.
  • Aspire Private Capital's iShares Expanded Tech Sector ETF position peaked at $147K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2019.

Based on Aspire Private Capital's 13F filing for Q2 2019, filed 13 Aug 2019.