BWA
IGM icon

Beam Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Beam Wealth Advisors’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
2020
Q2 		– Sell
-9,180
Closed -$324K – 145
2020
Q1 		$324K Sell
9,180
-23,574
-72% -$945K 0.32% 98
2019
Q4 		$1.32M Buy
+32,754
New +$1.25M 1.23% 18

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beam Wealth Advisors's IGM Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2020, closing a stake of 9,180 shares — an estimated $324K sold.

Beam Wealth Advisors first reported a position in IGM in Q4 2019 and held it in 2 quarters. The position peaked at $1.32M in Q4 2019. 196 funds tracked by Wall St. Rank hold IGM as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 9,180 iShares Expanded Tech Sector ETF shares in Q2 2020, an estimated $324K.
  • Beam Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $1.32M in Q4 2019.
  • 196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.