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Homrich & Berg’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Homrich & Berg’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
Q3 		$7M Buy
104,052
+4,422
+4% +$307K 0.16% 55
2021
Q2 		$6.71M Buy
99,630
+24,864
+33% +$1.58M 0.16% 59
2021
Q1 		$4.5M Buy
74,766
+36,822
+97% +$2.2M 0.12% 72
2020
Q4 		$2.21M Buy
37,944
+32,400
+584% +$1.77M 0.06% 110
2020
Q3 		$286K Buy
+5,544
New +$280K 0.01% 269

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Homrich & Berg's IGM Position: Q3 2021 in Review

Homrich & Berg increased its iShares Expanded Tech Sector ETF (IGM) stake by 4.4% in Q3 2021, buying an estimated $307K and bringing the position to 104,052 shares worth $7M. The position accounts for 0.16% of the portfolio, ranked #55.

Homrich & Berg first reported a position in IGM in Q3 2020 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

  • Homrich & Berg held 104,052 shares of iShares Expanded Tech Sector ETF worth $7M as of Q3 2021.
  • Homrich & Berg bought 4,422 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $307K.
  • iShares Expanded Tech Sector ETF made up 0.16% of Homrich & Berg's portfolio in Q3 2021, its #55 holding.
  • Homrich & Berg first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.