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Gryphon Financial Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Gryphon Financial Partners’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
-8,700
Closed -$351K – 161
2019
Q4 		$351K Hold
8,700
– – 0.09% 121
2019
Q3 		$315K Hold
8,700
– – 0.09% 120
2019
Q2 		$313K Hold
8,700
– – 0.09% 117
2019
Q1 		$299K Hold
8,700
– – 0.09% 103
2018
Q4 		$249K Hold
8,700
– – 0.06% 171
2018
Q3 		$304K Hold
8,700
– – 0.09% 116
2018
Q2 		$280K Hold
8,700
– – 0.13% 62
2018
Q1 		$260K Hold
8,700
– – 0.13% 66
2017
Q4 		$245K Buy
+8,700
New +$240K 0.14% 70

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return