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Financial Architects (New Jersey)’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-366
Closed -$13K – 1075
2019
Q2 		$13K Buy
+366
New +$12.9K ﹤0.01% 823

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s IGM Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2019, closing a stake of 366 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in IGM in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 157 funds tracked by Wall St. Rank hold IGM as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 366 iShares Expanded Tech Sector ETF shares in Q3 2019, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares Expanded Tech Sector ETF position peaked at $13K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.