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Fortem Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-600
Closed -$35K – 293
2020
Q4 		$35K Buy
+600
New +$32.9K 0.02% 268

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

Fortem Financial Group's IGM Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2021, closing a stake of 600 shares — an estimated $35K sold.

Fortem Financial Group first reported a position in IGM in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 241 funds tracked by Wall St. Rank hold IGM as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 600 iShares Expanded Tech Sector ETF shares in Q1 2021, an estimated $35K.
  • Fortem Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares Expanded Tech Sector ETF position peaked at $35K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.