W
IGM icon

Wealthfront’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,188
Closed -$20K – 640
2015
Q3 		$20K Hold
1,188
– – ﹤0.01% 747
2015
Q2 		$21K Hold
1,188
– – ﹤0.01% 622
2015
Q1 		$20K Hold
1,188
– – ﹤0.01% 555
2014
Q4 		$20K Buy
+1,188
New +$19.6K ﹤0.01% 548

Other funds holding IGM

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront's IGM Position: Q4 2015 in Review

Wealthfront sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2015, closing a stake of 1,188 shares — an estimated $20K sold.

Wealthfront first reported a position in IGM in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q2 2015. 98 funds tracked by Wall St. Rank hold IGM as of Q4 2015.

  • Wealthfront reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,188 iShares Expanded Tech Sector ETF shares in Q4 2015, an estimated $20K.
  • Wealthfront first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and held it in 4 quarters.
  • Wealthfront's iShares Expanded Tech Sector ETF position peaked at $21K in Q2 2015.
  • 98 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.