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

Cascadia 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
Q2 		– Sell
-6,876
Closed -$413K – 247
2021
Q1 		$413K Buy
+6,876
New +$411K 0.09% 179
2020
Q3 		$242K Buy
+4,692
New +$237K 0.07% 193

Other funds holding IGM

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascadia Advisory Services's IGM Position: Q2 2021 in Review

Cascadia Advisory Services sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2021, closing a stake of 6,876 shares — an estimated $413K sold.

Cascadia Advisory Services first reported a position in IGM in Q3 2020 and held it in 2 quarters. The position peaked at $413K in Q1 2021. 264 funds tracked by Wall St. Rank hold IGM as of Q2 2021.

  • Cascadia Advisory Services reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 6,876 iShares Expanded Tech Sector ETF shares in Q2 2021, an estimated $413K.
  • Cascadia Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 2 quarters.
  • Cascadia Advisory Services's iShares Expanded Tech Sector ETF position peaked at $413K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.