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Freedom Investment Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Freedom Investment 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
2020
Q1 		– Sell
-8,916
Closed -$360K – 694
2019
Q4 		$360K Buy
+8,916
New +$340K 0.03% 435
2017
Q1 		– Sell
-70,086
Closed -$1.45M – 1084
2016
Q4 		$1.45M Buy
70,086
+9,924
+16% +$204K 0.09% 158
2016
Q3 		$1.24M Buy
60,162
+43,500
+261% +$861K 0.08% 185
2016
Q2 		$305K Sell
16,662
-13,500
-45% -$247K 0.02% 577
2016
Q1 		$556K Sell
30,162
-42,588
-59% -$733K 0.04% 367
2015
Q4 		$1.34M Sell
72,750
-725,652
-91% -$13.4M 0.1% 152
2015
Q3 		$4.75M Buy
798,402
+755,514
+1,762% +$13.1M 0.48% 29
2015
Q2 		$741K Buy
42,888
+12,654
+42% +$224K 0.08% 230
2015
Q1 		$520K Sell
30,234
-7,224
-19% -$124K 0.06% 292
2014
Q4 		$636K Buy
37,458
+5,652
+18% +$93.2K 0.08% 226
2014
Q3 		$519K Buy
31,806
+17,340
+120% +$282K 0.09% 231
2014
Q2 		$230K Buy
+14,466
New +$220K 0.04% 418
2014
Q1 		– Sell
-19,458
Closed -$290K – 453
2013
Q4 		$290K Buy
+19,458
New +$273K 0.07% 291

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

Freedom Investment Management's IGM Position: Q1 2020 in Review

Freedom Investment Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2020, closing a stake of 8,916 shares — an estimated $360K sold.

Freedom Investment Management first reported a position in IGM in Q4 2013 and held it in 13 quarters. The position peaked at $4.75M in Q3 2015. 170 funds tracked by Wall St. Rank hold IGM as of Q1 2020.

  • Freedom Investment Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 8,916 iShares Expanded Tech Sector ETF shares in Q1 2020, an estimated $360K.
  • Freedom Investment Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and held it in 13 quarters.
  • Freedom Investment Management's iShares Expanded Tech Sector ETF position peaked at $4.75M in Q3 2015.
  • 170 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.