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

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