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Parkside Financial Bank & Trust’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Parkside Financial Bank & 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
2021
Q4 		– Sell
-198
Closed -$13K – 1848
2021
Q3 		$13K Hold
198
– – ﹤0.01% 884
2021
Q2 		$13K Buy
+198
New +$12.6K ﹤0.01% 881

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $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

Parkside Financial Bank & Trust's IGM Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2021, closing a stake of 198 shares — an estimated $13K sold.

Parkside Financial Bank & Trust first reported a position in IGM in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

  • Parkside Financial Bank & Trust reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 198 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $13K.
  • Parkside Financial Bank & Trust first reported a position in iShares Expanded Tech Sector ETF in Q2 2021 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's iShares Expanded Tech Sector ETF position peaked at $13K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.