JWM
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JGP Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

JGP Wealth 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
2021
Q3 		– Sell
-6,576
Closed -$443K – 157
2021
Q2 		$443K Sell
6,576
-687,696
-99% -$43.8M 0.1% 108
2021
Q1 		$41.8M Buy
694,272
+4,710
+0.7% +$282K 9.36% 1
2020
Q4 		$42.3M Buy
689,562
+7,968
+1% +$436K 9.8% 1
2020
Q3 		$35.7M Buy
681,594
+13,524
+2% +$682K 9.48% 1
2020
Q2 		$32.5M Buy
668,070
+204,534
+44% +$8.6M 9.55% 1
2020
Q1 		$17.3M Buy
+463,536
New +$18.6M 6.13% 1

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

JGP Wealth Management's IGM Position: Q3 2021 in Review

JGP Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 6,576 shares — an estimated $443K sold.

JGP Wealth Management first reported a position in IGM in Q1 2020 and held it in 6 quarters. The position peaked at $42.3M in Q4 2020. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

  • JGP Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
  • JGP Wealth Management sold 6,576 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $443K.
  • JGP Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2020 and held it in 6 quarters.
  • JGP Wealth Management's iShares Expanded Tech Sector ETF position peaked at $42.3M in Q4 2020.
  • 254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on JGP Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.