Independence Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Independence Trust’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
2017 Q4	$244K	Hold	8,676	–	–	0.27%	63
2017 Q3	$225K	Hold	8,676	–	–	0.26%	68
2017 Q2	$209K	Hold	8,676	–	–	0.25%	73
2017 Q1	$200K	Buy	+8,676	New	+$193K	0.26%	72

Other funds holding IGM

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

Independence Trust's IGM Position: Q4 2017 in Review

Independence Trust held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2017 at 8,676 shares worth $244K. The position accounts for 0.27% of the portfolio, ranked #63.

Independence Trust first reported a position in IGM in Q1 2017 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

Independence Trust held 8,676 shares of iShares Expanded Tech Sector ETF worth $244K as of Q4 2017.
Independence Trust left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2017.
iShares Expanded Tech Sector ETF made up 0.27% of Independence Trust's portfolio in Q4 2017, its #63 holding.
Independence Trust first reported a position in iShares Expanded Tech Sector ETF in Q1 2017 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.