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Woodley Farra Manion Portfolio Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-282
Closed -$13K – 226
2020
Q2 		$13K Hold
282
– – ﹤0.01% 261
2020
Q1 		$10K Buy
282
+36
+15% +$1.44K ﹤0.01% 279
2019
Q4 		$10K Buy
+246
New +$9.37K ﹤0.01% 281

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

Woodley Farra Manion Portfolio Management's IGM Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2020, closing a stake of 282 shares — an estimated $13K sold.

Woodley Farra Manion Portfolio Management first reported a position in IGM in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 213 funds tracked by Wall St. Rank hold IGM as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 282 iShares Expanded Tech Sector ETF shares in Q3 2020, an estimated $13K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares Expanded Tech Sector ETF position peaked at $13K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.