PWAG

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,375	Closed	-$517K	–	154
2022 Q1	$517K	Hold	1,375	–	–	0.03%	114
2021 Q4	$604K	Hold	1,375	–	–	0.03%	121
2021 Q3	$565K	Hold	1,375	–	–	0.03%	113
2021 Q2	$556K	Hold	1,375	–	–	0.03%	115
2021 Q1	$530K	Hold	1,375	–	–	0.03%	120
2020 Q4	$485K	Hold	1,375	–	–	0.04%	123
2020 Q3	$430K	Hold	1,375	–	–	0.04%	112
2020 Q2	$389K	Hold	1,375	–	–	0.03%	113
2020 Q1	$291K	Hold	1,375	–	–	0.03%	104
2019 Q4	$351K	Hold	1,375	–	–	0.02%	122
2019 Q3	$291K	Hold	1,375	–	–	0.02%	128
2019 Q2	$301K	Hold	1,375	–	–	0.02%	123
2019 Q1	$288K	Hold	1,375	–	–	0.02%	137
2018 Q4	$236K	Hold	1,375	–	–	0.02%	131
2018 Q3	$288K	Buy	+1,375	New	+$288K	0.02%	133
2018 Q2	–	Sell	-1,375	Closed	-$247K	–	333
2018 Q1	$247K	Hold	1,375	–	–	0.02%	124
2017 Q4	$232K	Hold	1,375	–	–	0.02%	130
2017 Q3	$214K	Buy	+1,375	New	+$214K	0.02%	140