Brouwer & Janachowski’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Brouwer & Janachowski’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 Q3	$66.2M	Buy	983,478 +1,140	+0.1%	+$79.2K	11.53%	2
2021 Q2	$66.1M	Buy	982,338 +11,256	+1%	+$717K	11.49%	2
2021 Q1	$58.4M	Buy	971,082 +21,306	+2%	+$1.27M	10.52%	2
2020 Q4	$55.4M	Buy	949,776 +213,906	+29%	+$11.7M	9.73%	3
2020 Q3	$37.9M	Buy	735,870 +344,652	+88%	+$17.4M	7.05%	4
2020 Q2	$18.2M	Buy	+391,218	New	+$16.4M	3.39%	9

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

Brouwer & Janachowski's IGM Position: Q3 2021 in Review

Brouwer & Janachowski increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.12% in Q3 2021, buying an estimated $79.2K and bringing the position to 983,478 shares worth $66.2M. The position accounts for 11.53% of the portfolio, ranked #2.

Brouwer & Janachowski first reported a position in IGM in Q2 2020 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Brouwer & Janachowski held 983,478 shares of iShares Expanded Tech Sector ETF worth $66.2M as of Q3 2021.
Brouwer & Janachowski bought 1,140 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $79.2K.
iShares Expanded Tech Sector ETF made up 11.53% of Brouwer & Janachowski's portfolio in Q3 2021, its #2 holding.
Brouwer & Janachowski first reported a position in iShares Expanded Tech Sector ETF in Q2 2020 and has held it in 6 quarters since.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.