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PWAG
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
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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