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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

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return