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Marino Stram & Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-24
Closed -$1K – 309
2019
Q1 		$1K Hold
24
– – ﹤0.01% 586
2018
Q4 		$1K Buy
+24
New +$742 ﹤0.01% 558

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marino Stram & Associates's IGM Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2019, closing a stake of 24 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in IGM in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 153 funds tracked by Wall St. Rank hold IGM as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 24 iShares Expanded Tech Sector ETF shares in Q2 2019, an estimated $1K.
  • Marino Stram & Associates first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's iShares Expanded Tech Sector ETF position peaked at $1K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.