First Allied Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

First Allied Advisory Services’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 Q3	$236K	Buy	+4,584	New	+$231K	0.01%	999
2019 Q4	–	Sell	-90	Closed	-$3K	–	1383
2019 Q3	$3K	Buy	+90	New	+$3.29K	﹤0.01%	1597
2018 Q4	–	Sell	-20,430	Closed	-$713K	–	1123
2018 Q3	$713K	Buy	20,430 +2,118	+12%	+$71.9K	0.02%	583
2018 Q2	$591K	Sell	18,312 -2,574	-12%	-$81.2K	0.02%	620
2018 Q1	$623K	Buy	20,886 +3,870	+23%	+$117K	0.02%	592
2017 Q4	$479K	Sell	17,016 -270	-2%	-$7.46K	0.02%	669
2017 Q3	$446K	Sell	17,286 -2,220	-11%	-$56.1K	0.02%	658
2017 Q2	$470K	Buy	+19,506	New	+$469K	0.02%	635
2017 Q1	–	Sell	-27,288	Closed	-$563K	–	1122
2016 Q4	$563K	Buy	27,288 +3,630	+15%	+$74.7K	0.03%	549
2016 Q3	$487K	Buy	+23,658	New	+$468K	0.03%	577
2016 Q1	–	Sell	-15,978	Closed	-$291K	–	1060
2015 Q4	$291K	Sell	15,978 -1,644	-9%	-$30.3K	0.02%	787
2015 Q3	$294K	Buy	17,622 +2,094	+13%	+$36.3K	0.02%	741
2015 Q2	$268K	Buy	15,528 +3,642	+31%	+$64.5K	0.01%	873
2015 Q1	$206K	Sell	11,886 -3,198	-21%	-$54.8K	0.01%	948
2014 Q4	$257K	Buy	+15,084	New	+$249K	0.02%	827

Other funds holding IGM

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Allied Advisory Services's IGM Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q3 2020: 4,584 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in IGM as recently as Q3 2019.

First Allied Advisory Services first reported a position in IGM in Q4 2014 and has held it in 15 quarters since. The position peaked at $713K in Q3 2018. 213 funds tracked by Wall St. Rank hold IGM as of Q3 2020.

First Allied Advisory Services held 4,584 shares of iShares Expanded Tech Sector ETF worth $236K as of Q3 2020.
iShares Expanded Tech Sector ETF was a new First Allied Advisory Services position in Q3 2020.
iShares Expanded Tech Sector ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #999 holding.
First Allied Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and has held it in 15 quarters since.
First Allied Advisory Services's iShares Expanded Tech Sector ETF position peaked at $713K in Q3 2018.
213 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.