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Capital Wealth Planning’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-5,262
Closed -$212K – 250
2019
Q4 		$212K Buy
+5,262
New +$200K 0.01% 181

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Wealth Planning's IGM Position: Q1 2020 in Review

Capital Wealth Planning sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2020, closing a stake of 5,262 shares — an estimated $212K sold.

Capital Wealth Planning first reported a position in IGM in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 170 funds tracked by Wall St. Rank hold IGM as of Q1 2020.

  • Capital Wealth Planning reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 5,262 iShares Expanded Tech Sector ETF shares in Q1 2020, an estimated $212K.
  • Capital Wealth Planning first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Planning's iShares Expanded Tech Sector ETF position peaked at $212K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.