Polaris Wealth Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-8,250	Closed	-$517K	–	154
2022 Q1	$517K	Hold	8,250	–	–	0.03%	114
2021 Q4	$604K	Hold	8,250	–	–	0.03%	121
2021 Q3	$565K	Hold	8,250	–	–	0.03%	113
2021 Q2	$556K	Hold	8,250	–	–	0.03%	115
2021 Q1	$530K	Hold	8,250	–	–	0.03%	120
2020 Q4	$485K	Hold	8,250	–	–	0.04%	124
2020 Q3	$430K	Hold	8,250	–	–	0.04%	112
2020 Q2	$389K	Hold	8,250	–	–	0.03%	113
2020 Q1	$291K	Hold	8,250	–	–	0.03%	104
2019 Q4	$351K	Hold	8,250	–	–	0.02%	122
2019 Q3	$291K	Hold	8,250	–	–	0.02%	128
2019 Q2	$301K	Hold	8,250	–	–	0.02%	123
2019 Q1	$288K	Hold	8,250	–	–	0.02%	137
2018 Q4	$236K	Hold	8,250	–	–	0.02%	131
2018 Q3	$288K	Buy	+8,250	New	+$280K	0.02%	133
2018 Q2	–	Sell	-8,250	Closed	-$247K	–	333
2018 Q1	$247K	Hold	8,250	–	–	0.02%	124
2017 Q4	$232K	Hold	8,250	–	–	0.02%	130
2017 Q3	$214K	Buy	+8,250	New	+$208K	0.02%	140

Other funds holding IGM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Polaris Wealth Advisory Group's IGM Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2022, closing a stake of 8,250 shares — an estimated $517K sold.

Polaris Wealth Advisory Group first reported a position in IGM in Q3 2017 and held it in 18 quarters. The position peaked at $604K in Q4 2021. 274 funds tracked by Wall St. Rank hold IGM as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 8,250 iShares Expanded Tech Sector ETF shares in Q2 2022, an estimated $517K.
Polaris Wealth Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q3 2017 and held it in 18 quarters.
Polaris Wealth Advisory Group's iShares Expanded Tech Sector ETF position peaked at $604K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.