San Francisco Sentry Investment Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

San Francisco Sentry Investment 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
2021 Q2	$19K	Hold	288	–	–	0.01%	479
2021 Q1	$17K	Hold	288	–	–	0.01%	505
2020 Q4	$17K	Hold	288	–	–	0.01%	474
2020 Q3	$15K	Hold	288	–	–	0.01%	457
2020 Q2	$13K	Buy	288 +6	+2%	+$252	0.01%	467
2020 Q1	$10K	Hold	282	–	–	0.01%	471
2019 Q4	$11K	Hold	282	–	–	﹤0.01%	546
2019 Q3	$10K	Hold	282	–	–	﹤0.01%	553
2019 Q2	$10K	Hold	282	–	–	﹤0.01%	554
2019 Q1	$10K	Hold	282	–	–	﹤0.01%	567
2018 Q4	$8K	Hold	282	–	–	﹤0.01%	588
2018 Q3	$10K	Hold	282	–	–	﹤0.01%	581
2018 Q2	$9K	Sell	282 -2,040	-88%	-$64.3K	﹤0.01%	576
2018 Q1	$69K	Hold	2,322	–	–	0.02%	414
2017 Q4	$65K	Hold	2,322	–	–	0.02%	408
2017 Q3	$60K	Hold	2,322	–	–	0.02%	402
2017 Q2	$56K	Buy	+2,322	New	+$55.8K	0.02%	346
2014 Q4	–	Sell	-2,400	Closed	-$39K	–	278
2014 Q3	$39K	Sell	2,400 -21,972	-90%	-$358K	0.02%	333
2014 Q2	$387K	Sell	24,372 -7,998	-25%	-$122K	0.19%	110
2014 Q1	$491K	Buy	32,370 +2,040	+7%	+$30.7K	0.16%	126
2013 Q4	$453K	Buy	30,330 +2,400	+9%	+$33.6K	0.16%	126
2013 Q3	$371K	Sell	27,930 -282	-1%	-$3.67K	0.14%	138
2013 Q2	$350K	Buy	+28,212	New	+$348K	0.13%	142

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

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 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

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

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

San Francisco Sentry Investment Group's IGM Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2021 at 288 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #479.

San Francisco Sentry Investment Group first reported a position in IGM in Q2 2013 and has held it in 23 quarters since. The position peaked at $491K in Q1 2014. 264 funds tracked by Wall St. Rank hold IGM as of Q2 2021.

San Francisco Sentry Investment Group held 288 shares of iShares Expanded Tech Sector ETF worth $19K as of Q2 2021.
San Francisco Sentry Investment Group left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2021.
iShares Expanded Tech Sector ETF made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #479 holding.
San Francisco Sentry Investment Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 23 quarters since.
San Francisco Sentry Investment Group's iShares Expanded Tech Sector ETF position peaked at $491K in Q1 2014.
264 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.