Pinnacle Bancorp’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pinnacle Bancorp’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	-726	Closed	-$49K	–	743
2021 Q2	$49K	Hold	726	–	–	0.02%	357
2021 Q1	$44K	Sell	726 -60	-8%	-$3.59K	0.02%	367
2020 Q4	$46K	Hold	786	–	–	0.03%	334
2020 Q3	$40K	Hold	786	–	–	0.03%	336
2020 Q2	$37K	Buy	786 +486	+162%	+$20.4K	0.03%	328
2020 Q1	$11K	Sell	300 -72	-19%	-$2.88K	0.01%	481
2019 Q4	$15K	Hold	372	–	–	0.01%	474
2019 Q3	$13K	Hold	372	–	–	0.01%	524
2019 Q2	$13K	Hold	372	–	–	0.01%	508
2019 Q1	$13K	Buy	+372	New	+$11.9K	0.01%	501

Other funds holding IGM

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $4.28B AUM 19.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Bancorp's IGM Position: Q3 2021 in Review

Pinnacle Bancorp sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 726 shares — an estimated $49K sold.

Pinnacle Bancorp first reported a position in IGM in Q1 2019 and held it in 10 quarters. The position peaked at $49K in Q2 2021. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Pinnacle Bancorp reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
Pinnacle Bancorp sold 726 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $49K.
Pinnacle Bancorp first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and held it in 10 quarters.
Pinnacle Bancorp's iShares Expanded Tech Sector ETF position peaked at $49K in Q2 2021.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Pinnacle Bancorp's 13F filing for Q3 2021, filed 12 Oct 2021.