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Dowling & Yahnke’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Dowling & Yahnke’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
-1,860
Closed -$75K – 333
2019
Q4 		$75K Buy
+1,860
New +$70.8K 0.01% 309

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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 $1.15T AUM 47.82% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dowling & Yahnke's IGM Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2020, closing a stake of 1,860 shares — an estimated $75K sold.

Dowling & Yahnke first reported a position in IGM in Q4 2019 and held it in 1 quarter. The position peaked at $75K in Q4 2019. 170 funds tracked by Wall St. Rank hold IGM as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 1,860 iShares Expanded Tech Sector ETF shares in Q1 2020, an estimated $75K.
  • Dowling & Yahnke first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Expanded Tech Sector ETF position peaked at $75K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.