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Mine & Arao Wealth Creation & Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Mine & Arao Wealth Creation & 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
2021
Q2 		– Sell
-60
Closed -$4K – 290
2021
Q1 		$4K Hold
60
– – ﹤0.01% 240
2020
Q4 		$4K Hold
60
– – ﹤0.01% 242
2020
Q3 		$3K Buy
+60
New +$3.03K ﹤0.01% 244

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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 $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IGM Position: Q2 2021 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2021, closing a stake of 60 shares — an estimated $4K sold.

Mine & Arao Wealth Creation & Management first reported a position in IGM in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 264 funds tracked by Wall St. Rank hold IGM as of Q2 2021.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2021 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 60 iShares Expanded Tech Sector ETF shares in Q2 2021, an estimated $4K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Expanded Tech Sector ETF position peaked at $4K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2021, filed 9 Aug 2021.