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

Phoenix 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 Q4	–	Sell	-540	Closed	-$36K	–	227
2021 Q3	$36K	Hold	540	–	–	0.03%	213
2021 Q2	$37K	Hold	540	–	–	0.03%	209
2021 Q1	$33K	Hold	540	–	–	0.03%	215
2020 Q4	$31K	Buy	+540	New	+$29.6K	0.02%	222

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

Phoenix Wealth Advisors's IGM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2021, closing a stake of 540 shares — an estimated $36K sold.

Phoenix Wealth Advisors first reported a position in IGM in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 540 iShares Expanded Tech Sector ETF shares in Q4 2021, an estimated $36K.
Phoenix Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $37K in Q2 2021.
273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.