Delek Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Delek 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
2018 Q4	–	Sell	-16,740	Closed	-$569K	–	227
2018 Q3	$569K	Sell	16,740 -2,520	-13%	-$85.5K	0.02%	203
2018 Q2	$620K	Buy	+19,260	New	+$607K	0.03%	206

Other funds holding IGM

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Delek Group's IGM Position: Q4 2018 in Review

Delek Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2018, closing a stake of 16,740 shares — an estimated $569K sold.

Delek Group first reported a position in IGM in Q2 2018 and held it in 2 quarters. The position peaked at $620K in Q2 2018. 144 funds tracked by Wall St. Rank hold IGM as of Q4 2018.

Delek Group reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2018 after selling out during the quarter.
Delek Group sold 16,740 iShares Expanded Tech Sector ETF shares in Q4 2018, an estimated $569K.
Delek Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2018 and held it in 2 quarters.
Delek Group's iShares Expanded Tech Sector ETF position peaked at $620K in Q2 2018.
144 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.