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Brand Asset Management Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Brand Asset Management 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
2021
Q2 		– Sell
-210
Closed -$13K – 154
2021
Q1 		$13K Hold
210
– – 0.01% 218
2020
Q4 		$12K Buy
+210
New +$11.5K 0.01% 194

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.85B AUM 13% 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 $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brand Asset Management Group's IGM Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2021, closing a stake of 210 shares — an estimated $13K sold.

Brand Asset Management Group first reported a position in IGM in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 264 funds tracked by Wall St. Rank hold IGM as of Q2 2021.

  • Brand Asset Management Group reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 210 iShares Expanded Tech Sector ETF shares in Q2 2021, an estimated $13K.
  • Brand Asset Management Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 2 quarters.
  • Brand Asset Management Group's iShares Expanded Tech Sector ETF position peaked at $13K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.