Bingham Osborn & Scarborough’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-172,500
| Closed | -$11.6M | – | 68 |
|
|
2021
Q3 | $11.6M | Sell |
172,500
-366
| -0.2% | -$25.4K | 0.82% | 18 |
|
|
2021
Q2 | $11.6M | Sell |
172,866
-12,180
| -7% | -$776K | 0.82% | 16 |
|
|
2021
Q1 | $11.1M | Sell |
185,046
-4,824
| -3% | -$289K | 0.85% | 15 |
|
|
2020
Q4 | $11.1M | Sell |
189,870
-21,210
| -10% | -$1.16M | 0.88% | 14 |
|
|
2020
Q3 | $10.9M | Sell |
211,080
-14,856
| -7% | -$749K | 0.82% | 16 |
|
|
2020
Q2 | $10.5M | Sell |
225,936
-4,908
| -2% | -$206K | 0.85% | 15 |
|
|
2020
Q1 | $8.15M | Sell |
230,844
-5,964
| -3% | -$239K | 0.8% | 16 |
|
|
2019
Q4 | $9.56M | Sell |
236,808
-7,698
| -3% | -$293K | 0.78% | 16 |
|
|
2019
Q3 | $8.84M | Sell |
244,506
-528
| -0.2% | -$19.3K | 0.79% | 17 |
|
|
2019
Q2 | $8.81M | Sell |
245,034
-4,812
| -2% | -$170K | 0.79% | 16 |
|
|
2019
Q1 | $8.59M | Sell |
249,846
-18,054
| -7% | -$580K | 0.8% | 16 |
|
|
2018
Q4 | $7.67M | Sell |
267,900
-3,396
| -1% | -$105K | 0.78% | 16 |
|
|
2018
Q3 | $9.47M | Sell |
271,296
-5,940
| -2% | -$202K | 0.84% | 15 |
|
|
2018
Q2 | $8.91M | Sell |
277,236
-7,404
| -3% | -$234K | 0.84% | 15 |
|
|
2018
Q1 | $8.51M | Sell |
284,640
-16,596
| -6% | -$504K | 0.8% | 15 |
|
|
2017
Q4 | $8.47M | Sell |
301,236
-9,486
| -3% | -$262K | 0.77% | 13 |
|
|
2017
Q3 | $8.04M | Sell |
310,722
-13,872
| -4% | -$350K | 0.75% | 14 |
|
|
2017
Q2 | $7.83M | Sell |
324,594
-5,208
| -2% | -$125K | 0.75% | 14 |
|
|
2017
Q1 | $7.61M | Sell |
329,802
-15,546
| -5% | -$345K | 0.75% | 14 |
|
|
2016
Q4 | $7.13M | Sell |
345,348
-8,964
| -3% | -$184K | 0.75% | 14 |
|
|
2016
Q3 | $7.3M | Sell |
354,312
-10,002
| -3% | -$198K | 0.77% | 14 |
|
|
2016
Q2 | $6.68M | Sell |
364,314
-12,048
| -3% | -$221K | 0.76% | 14 |
|
|
2016
Q1 | $6.94M | Sell |
376,362
-18,942
| -5% | -$326K | 0.81% | 14 |
|
|
2015
Q4 | $7.29M | Sell |
395,304
-28,260
| -7% | -$520K | 0.89% | 14 |
|
|
2015
Q3 | $7.08M | Sell |
423,564
-14,532
| -3% | -$252K | 0.89% | 14 |
|
|
2015
Q2 | $7.56M | Sell |
438,096
-30,270
| -6% | -$536K | 0.91% | 14 |
|
|
2015
Q1 | $8.05M | Sell |
468,366
-52,464
| -10% | -$899K | 0.96% | 13 |
|
|
2014
Q4 | $8.85M | Sell |
520,830
-23,502
| -4% | -$388K | 1.07% | 13 |
|
|
2014
Q3 | $8.88M | Sell |
544,332
-26,256
| -5% | -$427K | 1.11% | 13 |
|
|
2014
Q2 | $9.05M | Sell |
570,588
-27,132
| -5% | -$413K | 1.2% | 10 |
|
|
2014
Q1 | $9.06M | Sell |
597,720
-39,738
| -6% | -$598K | 1.27% | 10 |
|
|
2013
Q4 | $9.52M | Sell |
637,458
-38,814
| -6% | -$544K | 1.38% | 10 |
|
|
2013
Q3 | $8.99M | Sell |
676,272
-22,812
| -3% | -$297K | 1.44% | 10 |
|
|
2013
Q2 | $8.67M | Buy |
+699,084
| New | +$8.63M | 1.49% | 10 |
|
Other funds holding IGM
EH
SEIA
DWM
GAG
Bingham Osborn & Scarborough's IGM Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2021, closing a stake of 172,500 shares — an estimated $11.6M sold.
Bingham Osborn & Scarborough first reported a position in IGM in Q2 2013 and held it in 34 quarters. The position peaked at $11.6M in Q2 2021. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 172,500 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $11.6M.
- Bingham Osborn & Scarborough first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares Expanded Tech Sector ETF position peaked at $11.6M in Q2 2021.
- 273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.