PK
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Pflug Koory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pflug Koory’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
2022
Q1 		– Sell
-72
Closed -$5K – 463
2021
Q4 		$5K Hold
72
– – ﹤0.01% 400
2021
Q3 		$5K Hold
72
– – ﹤0.01% 402
2021
Q2 		$5K Hold
72
– – ﹤0.01% 412
2021
Q1 		$4K Buy
+72
New +$4.31K ﹤0.01% 450

Other funds holding IGM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Pflug Koory's IGM Position: Q1 2022 in Review

Pflug Koory sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2022, closing a stake of 72 shares — an estimated $5K sold.

Pflug Koory first reported a position in IGM in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 288 funds tracked by Wall St. Rank hold IGM as of Q1 2022.

  • Pflug Koory reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Pflug Koory sold 72 iShares Expanded Tech Sector ETF shares in Q1 2022, an estimated $5K.
  • Pflug Koory first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and held it in 4 quarters.
  • Pflug Koory's iShares Expanded Tech Sector ETF position peaked at $5K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2022.

Based on Pflug Koory's 13F filing for Q1 2022, filed 14 Apr 2022.