Chevy Chase Trust
IGM icon

Chevy Chase Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Chevy Chase Trust’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
Q4 		– Sell
-4,950
Closed -$333K – 678
2021
Q3 		$333K Hold
4,950
– – ﹤0.01% 622
2021
Q2 		$333K Buy
+4,950
New +$315K ﹤0.01% 633

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chevy Chase Trust's IGM Position: Q4 2021 in Review

Chevy Chase Trust sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2021, closing a stake of 4,950 shares — an estimated $333K sold.

Chevy Chase Trust first reported a position in IGM in Q2 2021 and held it in 2 quarters. The position peaked at $333K in Q3 2021. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

  • Chevy Chase Trust reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2021 after selling out during the quarter.
  • Chevy Chase Trust sold 4,950 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $333K.
  • Chevy Chase Trust first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 2 quarters.
  • Chevy Chase Trust's iShares Expanded Tech Sector ETF position peaked at $333K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Chevy Chase Trust's 13F filing for Q4 2021, filed 31 Jan 2022.