Reilly Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Reilly Financial Advisors’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 Q4	$21K	Hold	282	–	–	﹤0.01%	564
2021 Q3	$19K	Hold	282	–	–	﹤0.01%	535
2021 Q2	$19K	Hold	282	–	–	﹤0.01%	555
2021 Q1	$17K	Hold	282	–	–	﹤0.01%	570
2020 Q4	$16K	Hold	282	–	–	﹤0.01%	534
2020 Q3	$15K	Hold	282	–	–	﹤0.01%	491
2020 Q2	$13K	Hold	282	–	–	﹤0.01%	524
2020 Q1	$10K	Hold	282	–	–	﹤0.01%	545
2019 Q4	$11K	Hold	282	–	–	﹤0.01%	607
2019 Q3	$10K	Hold	282	–	–	﹤0.01%	628
2019 Q2	$10K	Hold	282	–	–	﹤0.01%	669
2019 Q1	$10K	Hold	282	–	–	﹤0.01%	683
2018 Q4	$8K	Hold	282	–	–	﹤0.01%	685
2018 Q3	$10K	Hold	282	–	–	﹤0.01%	695
2018 Q2	$9K	Hold	282	–	–	﹤0.01%	690
2018 Q1	$8K	Hold	282	–	–	﹤0.01%	694
2017 Q4	$8K	Hold	282	–	–	﹤0.01%	695
2017 Q3	$7K	Hold	282	–	–	﹤0.01%	695
2017 Q2	$7K	Hold	282	–	–	﹤0.01%	718
2017 Q1	$7K	Sell	282 -240	-46%	-$5.33K	﹤0.01%	676
2016 Q4	$11K	Hold	522	–	–	﹤0.01%	542
2016 Q3	$11K	Hold	522	–	–	﹤0.01%	514
2016 Q2	$10K	Hold	522	–	–	﹤0.01%	503
2016 Q1	$10K	Sell	522 -4,800	-90%	-$82.6K	﹤0.01%	767
2015 Q4	$98K	Buy	5,322 +4,800	+920%	+$88.4K	0.02%	274
2015 Q3	$9K	Hold	522	–	–	﹤0.01%	811
2015 Q2	$9K	Hold	522	–	–	﹤0.01%	910
2015 Q1	$9K	Hold	522	–	–	﹤0.01%	882
2014 Q4	$9K	Hold	522	–	–	﹤0.01%	531
2014 Q3	$9K	Sell	522 -360	-41%	-$5.86K	﹤0.01%	540
2014 Q2	$14K	Hold	882	–	–	﹤0.01%	484
2014 Q1	$13K	Hold	882	–	–	﹤0.01%	510
2013 Q4	$13K	Hold	882	–	–	﹤0.01%	477
2013 Q3	$12K	Hold	882	–	–	﹤0.01%	431
2013 Q2	$11K	Buy	+882	New	+$10.9K	﹤0.01%	452

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's IGM Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2021 at 282 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Reilly Financial Advisors first reported a position in IGM in Q2 2013 and has held it in 35 quarters since. The position peaked at $98K in Q4 2015. 273 funds tracked by Wall St. Rank hold IGM as of Q4 2021.

Reilly Financial Advisors held 282 shares of iShares Expanded Tech Sector ETF worth $21K as of Q4 2021.
Reilly Financial Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2021.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #564 holding.
Reilly Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's iShares Expanded Tech Sector ETF position peaked at $98K in Q4 2015.
273 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.