Capital Advisory Group Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Advisory Group Advisory Services’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 Q3	–	Sell	-72	Closed	-$5K	–	555
2021 Q2	$5K	Hold	72	–	–	﹤0.01%	458
2021 Q1	$4K	Hold	72	–	–	﹤0.01%	463
2020 Q4	$4K	Buy	+72	New	+$3.94K	﹤0.01%	452

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisory Group Advisory Services's IGM Position: Q3 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 72 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in IGM in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Capital Advisory Group Advisory Services reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 72 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's iShares Expanded Tech Sector ETF position peaked at $5K in Q2 2021.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.