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

Derbend Asset Management’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
2024
Q1 		$216K Buy
+2,508
New +$204K 0.11% 109
2022
Q2 		– Sell
-6,546
Closed -$479K – 79
2022
Q1 		$479K Hold
6,546
– – 0.47% 54
2021
Q4 		$479K Hold
6,546
– – 0.47% 54
2021
Q3 		$440K Buy
6,546
+6
+0.1% +$417 0.41% 58
2021
Q2 		$440K Buy
+6,540
New +$417K 0.41% 63

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Derbend Asset Management's IGM Position: Q1 2024 in Review

Derbend Asset Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2024: 2,508 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings. This is a return to the name: Derbend Asset Management previously reported a position in IGM as recently as Q1 2022.

Derbend Asset Management first reported a position in IGM in Q2 2021 and has held it in 5 quarters since. The position peaked at $479K in Q1 2022. 339 funds tracked by Wall St. Rank hold IGM as of Q1 2024.

  • Derbend Asset Management held 2,508 shares of iShares Expanded Tech Sector ETF worth $216K as of Q1 2024.
  • iShares Expanded Tech Sector ETF was a new Derbend Asset Management position in Q1 2024.
  • iShares Expanded Tech Sector ETF made up 0.11% of Derbend Asset Management's portfolio in Q1 2024, its #109 holding.
  • Derbend Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and has held it in 5 quarters since.
  • Derbend Asset Management's iShares Expanded Tech Sector ETF position peaked at $479K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2024.

Based on Derbend Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.