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Focus Financial Network’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Focus Financial Network’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
2021
Q1 		– Sell
-56,736
Closed -$3.31M – 451
2020
Q4 		$3.31M Buy
+56,736
New +$3.11M 0.29% 75

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BJ
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Financial Network's IGM Position: Q1 2021 in Review

Focus Financial Network sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2021, closing a stake of 56,736 shares — an estimated $3.31M sold.

Focus Financial Network first reported a position in IGM in Q4 2020 and held it in 1 quarter. The position peaked at $3.31M in Q4 2020. 241 funds tracked by Wall St. Rank hold IGM as of Q1 2021.

  • Focus Financial Network reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 56,736 iShares Expanded Tech Sector ETF shares in Q1 2021, an estimated $3.31M.
  • Focus Financial Network first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 1 quarter.
  • Focus Financial Network's iShares Expanded Tech Sector ETF position peaked at $3.31M in Q4 2020.
  • 241 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.