Clarus Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Clarus Wealth Advisors’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	-3,930	Closed	-$270K	–	105
2021 Q2	$270K	Sell	3,930 -606	-13%	-$38.6K	0.17%	83
2021 Q1	$291K	Hold	4,536	–	–	0.18%	103
2020 Q4	$264K	Buy	4,536 +600	+15%	+$32.9K	0.18%	104
2020 Q3	$203K	Buy	+3,936	New	+$199K	0.16%	118
2019 Q3	–	Sell	-3,318	Closed	-$119K	–	335
2019 Q2	$119K	Hold	3,318	–	–	0.09%	170
2019 Q1	$114K	Buy	3,318 +6	+0.2%	+$193	0.09%	168
2018 Q4	$95K	Buy	3,312 +6	+0.2%	+$186	0.15%	173
2018 Q3	$115K	Buy	3,306 +600	+22%	+$20.4K	0.08%	193
2018 Q2	$81K	Buy	+2,706	New	+$85.3K	0.06%	218

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

Clarus Wealth Advisors's IGM Position: Q3 2021 in Review

Clarus Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 3,930 shares — an estimated $270K sold.

Clarus Wealth Advisors first reported a position in IGM in Q2 2018 and held it in 9 quarters. The position peaked at $291K in Q1 2021. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Clarus Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 3,930 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $270K.
Clarus Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2018 and held it in 9 quarters.
Clarus Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $291K in Q1 2021.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Clarus Wealth Advisors's 13F filing for Q3 2021, filed 6 Oct 2021.