SIA
IGM icon

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

Strategic Investment 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
2019
Q2 		– Sell
-8,148
Closed -$280K – 156
2019
Q1 		$280K Sell
8,148
-210
-3% -$6.75K 0.19% 93
2018
Q4 		$239K Buy
+8,358
New +$258K 0.21% 95

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

Strategic Investment Advisors's IGM Position: Q2 2019 in Review

Strategic Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2019, closing a stake of 8,148 shares — an estimated $280K sold.

Strategic Investment Advisors first reported a position in IGM in Q4 2018 and held it in 2 quarters. The position peaked at $280K in Q1 2019. 153 funds tracked by Wall St. Rank hold IGM as of Q2 2019.

  • Strategic Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 8,148 iShares Expanded Tech Sector ETF shares in Q2 2019, an estimated $280K.
  • Strategic Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and held it in 2 quarters.
  • Strategic Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $280K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.