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Silversage Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Silversage Advisors’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
2020
Q4 		– Sell
-11,988
Closed -$617K – 5
2020
Q3 		$617K Sell
11,988
-42,450
-78% -$2.14M 2.22% 9
2020
Q2 		$2.34M Buy
54,438
+732
+1% +$30.8K 2.43% 10
2020
Q1 		$1.9M Sell
53,706
-2,100
-4% -$84.2K 2.77% 8
2019
Q4 		$2.25M Buy
+55,806
New +$2.13M 2.38% 11

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silversage Advisors's IGM Position: Q4 2020 in Review

Silversage Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2020, closing a stake of 11,988 shares — an estimated $617K sold.

Silversage Advisors first reported a position in IGM in Q4 2019 and held it in 4 quarters. The position peaked at $2.34M in Q2 2020. 242 funds tracked by Wall St. Rank hold IGM as of Q4 2020.

  • Silversage Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2020 after selling out during the quarter.
  • Silversage Advisors sold 11,988 iShares Expanded Tech Sector ETF shares in Q4 2020, an estimated $617K.
  • Silversage Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 4 quarters.
  • Silversage Advisors's iShares Expanded Tech Sector ETF position peaked at $2.34M in Q2 2020.
  • 242 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2020.

Based on Silversage Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.