Jaffetilchin Investment Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Jaffetilchin Investment 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
2021 Q3	–	Sell	-14,976	Closed	-$873K	–	387
2021 Q2	$873K	Buy	+14,976	New	+$954K	0.06%	189
2021 Q1	–	Sell	-14,976	Closed	-$873K	–	374
2020 Q4	$873K	Sell	14,976 -1,284	-8%	-$70.3K	0.12%	118
2020 Q3	$837K	Sell	16,260 -3,324	-17%	-$168K	0.15%	87
2020 Q2	$911K	Buy	+19,584	New	+$823K	0.2%	69
2019 Q3	–	Sell	-29,454	Closed	-$1.06M	–	241
2019 Q2	$1.06M	Buy	+29,454	New	+$1.04M	0.25%	67

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's IGM Position: Q3 2021 in Review

Jaffetilchin Investment Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 14,976 shares — an estimated $873K sold.

Jaffetilchin Investment Partners first reported a position in IGM in Q2 2019 and held it in 5 quarters. The position peaked at $1.06M in Q2 2019. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Jaffetilchin Investment Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
Jaffetilchin Investment Partners sold 14,976 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $873K.
Jaffetilchin Investment Partners first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and held it in 5 quarters.
Jaffetilchin Investment Partners's iShares Expanded Tech Sector ETF position peaked at $1.06M in Q2 2019.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2021, filed 25 Oct 2021.