Vigilant Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Vigilant Capital Management’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 Q3	–	Sell	-1,332	Closed	-$90K	–	805
2021 Q2	$90K	Hold	1,332	–	–	0.01%	216
2021 Q1	$80K	Hold	1,332	–	–	0.01%	207
2020 Q4	$78K	Hold	1,332	–	–	0.01%	190
2020 Q3	$69K	Hold	1,332	–	–	0.01%	202
2020 Q2	$62K	Sell	1,332 -600	-31%	-$25.2K	0.01%	198
2020 Q1	$68K	Hold	1,932	–	–	0.01%	179
2019 Q4	$78K	Buy	+1,932	New	+$73.6K	0.01%	234

Other funds holding IGM

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vigilant Capital Management's IGM Position: Q3 2021 in Review

Vigilant Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2021, closing a stake of 1,332 shares — an estimated $90K sold.

Vigilant Capital Management first reported a position in IGM in Q4 2019 and held it in 7 quarters. The position peaked at $90K in Q2 2021. 254 funds tracked by Wall St. Rank hold IGM as of Q3 2021.

Vigilant Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2021 after selling out during the quarter.
Vigilant Capital Management sold 1,332 iShares Expanded Tech Sector ETF shares in Q3 2021, an estimated $90K.
Vigilant Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2019 and held it in 7 quarters.
Vigilant Capital Management's iShares Expanded Tech Sector ETF position peaked at $90K in Q2 2021.
254 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2021.

Based on Vigilant Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.