SSWM
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Smith Salley Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Smith Salley 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
2019
Q4 		– Sell
-6,030
Closed -$218K – 199
2019
Q3 		$218K Buy
+6,030
New +$221K 0.03% 181

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

Smith Salley Wealth Management's IGM Position: Q4 2019 in Review

Smith Salley Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 6,030 shares — an estimated $218K sold.

Smith Salley Wealth Management first reported a position in IGM in Q3 2019 and held it in 1 quarter. The position peaked at $218K in Q3 2019. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

  • Smith Salley Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 6,030 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $218K.
  • Smith Salley Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2019 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares Expanded Tech Sector ETF position peaked at $218K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Smith Salley Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.