SBSB
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Sullivan, Bruyette, Speros & Blaney’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$171K Buy
+2,838
New +$170K 0.01% 334

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
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
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 $666B AUM 30.12% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IGM Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q1 2021: 2,838 shares worth $171K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings.

241 funds tracked by Wall St. Rank hold IGM as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,838 shares of iShares Expanded Tech Sector ETF worth $171K as of Q1 2021.
  • iShares Expanded Tech Sector ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
  • iShares Expanded Tech Sector ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #334 holding.
  • 241 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.