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Parametric Portfolio Associates’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Parametric Portfolio 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
2022
Q1 		– Sell
-3,198
Closed -$234K – 3718
2021
Q4 		$234K Sell
3,198
-414
-11% -$29.8K ﹤0.01% 3363
2021
Q3 		$243K Buy
+3,612
New +$251K ﹤0.01% 3373

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Morgan Stanley
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
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Parametric Portfolio Associates's IGM Position: Q1 2022 in Review

Parametric Portfolio Associates sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 3,198 shares — an estimated $234K sold.

Parametric Portfolio Associates first reported a position in IGM in Q3 2021 and held it in 2 quarters. The position peaked at $243K in Q3 2021. 287 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Parametric Portfolio Associates reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Parametric Portfolio Associates sold 3,198 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $234K.
  • Parametric Portfolio Associates first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and held it in 2 quarters.
  • Parametric Portfolio Associates's iShares Expanded Tech Sector ETF position peaked at $243K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.