AE Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4K | Buy |
689
+48
| +7% | +$5.39K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $58.1K | Hold |
641
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q4 | $65.4K | Buy |
+641
| New | +$65.4K | ﹤0.01% | 1514 |
|
|
2024
Q1 | – | Sell |
-141,672
| Closed | -$11.3M | – | 1553 |
|
|
2023
Q4 | $11.3M | Sell |
141,672
-70,806
| -33% | -$5.63M | 0.06% | 370 |
|
|
2023
Q3 | $13.5M | Buy |
212,478
+3,960
| +2% | +$252K | 0.08% | 300 |
|
|
2023
Q2 | $13.7M | Buy |
208,518
+216
| +0.1% | +$14.1K | 0.08% | 294 |
|
|
2023
Q1 | $11.8M | Sell |
208,302
-5,898
| -3% | -$334K | 0.08% | 316 |
|
|
2022
Q4 | $10M | Buy |
214,200
+7,290
| +4% | +$340K | 0.07% | 320 |
|
|
2022
Q3 | $9.53M | Buy |
206,910
+36,054
| +21% | +$1.66M | 0.08% | 283 |
|
|
2022
Q2 | $8.38M | Sell |
170,856
-10,740
| -6% | -$527K | 0.07% | 305 |
|
|
2022
Q1 | $11.8M | Buy |
181,596
+132,654
| +271% | +$8.59M | 0.08% | 252 |
|
|
2021
Q4 | $3.58M | Buy |
48,942
+4,770
| +11% | +$349K | 0.03% | 514 |
|
|
2021
Q3 | $2.97M | Buy |
44,172
+12,762
| +41% | +$859K | 0.02% | 515 |
|
|
2021
Q2 | $2.12M | Buy |
31,410
+4,962
| +19% | +$334K | 0.02% | 623 |
|
|
2021
Q1 | $1.59M | Sell |
26,448
-5,496
| -17% | -$330K | 0.02% | 631 |
|
|
2020
Q4 | $1.86M | Buy |
31,944
+4,626
| +17% | +$270K | 0.02% | 513 |
|
|
2020
Q3 | $1.41M | Sell |
27,318
-1,554
| -5% | -$80K | 0.02% | 526 |
|
|
2020
Q2 | $1.34M | Buy |
+28,872
| New | +$1.34M | 0.02% | 522 |
|
|
2020
Q1 | – | Sell |
-5,424
| Closed | -$219K | – | 1182 |
|
|
2019
Q4 | $219K | Buy |
+5,424
| New | +$219K | ﹤0.01% | 1033 |
|
|
2019
Q1 | – | Sell |
-7,842
| Closed | -$224K | – | 645 |
|
|
2018
Q4 | $224K | Buy |
7,842
+1,830
| +30% | +$52.3K | 0.04% | 419 |
|
|
2018
Q3 | $210K | Buy |
+6,012
| New | +$210K | 0.01% | 551 |
|