AFT Forsyth & Company’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 | $5.97M | Sell |
53,151
-592
| -1% | -$66.5K | 3.06% | 5 |
|
|
2025
Q1 | $4.87M | Sell |
53,743
-350
| -0.6% | -$31.7K | 2.63% | 8 |
|
|
2024
Q4 | $5.52M | Sell |
54,093
-1,946
| -3% | -$199K | 2.71% | 7 |
|
|
2024
Q3 | $5.38M | Sell |
56,039
-204
| -0.4% | -$19.6K | 2.65% | 6 |
|
|
2024
Q2 | $5.3M | Buy |
56,243
+146
| +0.3% | +$13.8K | 2.6% | 7 |
|
|
2024
Q1 | $4.83M | Sell |
56,097
-183
| -0.3% | -$15.8K | 2.75% | 7 |
|
|
2023
Q4 | $4.2M | Sell |
56,280
-978
| -2% | -$73.1K | 2.65% | 7 |
|
|
2023
Q3 | $3.65M | Sell |
57,258
-186
| -0.3% | -$11.8K | 2.67% | 8 |
|
|
2023
Q2 | $3.76M | Sell |
57,444
-2,046
| -3% | -$134K | 2.67% | 6 |
|
|
2023
Q1 | $3.36M | Buy |
59,490
+42
| +0.1% | +$2.38K | 2.6% | 6 |
|
|
2022
Q4 | $2.77M | Sell |
59,448
-294
| -0.5% | -$13.7K | 2.37% | 7 |
|
|
2022
Q3 | $2.75M | Buy |
59,742
+150
| +0.3% | +$6.91K | 2.46% | 7 |
|
|
2022
Q2 | $2.92M | Sell |
59,592
-336
| -0.6% | -$16.5K | 2.36% | 7 |
|
|
2022
Q1 | $3.88M | Buy |
59,928
+984
| +2% | +$63.7K | 2.47% | 7 |
|
|
2021
Q4 | $4.31M | Buy |
58,944
+1,266
| +2% | +$92.6K | 2.21% | 8 |
|
|
2021
Q3 | $3.88M | Buy |
57,678
+462
| +0.8% | +$31.1K | 2.08% | 10 |
|
|
2021
Q2 | $3.85M | Buy |
57,216
+816
| +1% | +$54.9K | 2.06% | 8 |
|
|
2021
Q1 | $3.39M | Buy |
56,400
+150
| +0.3% | +$9.02K | 2.03% | 8 |
|
|
2020
Q4 | $3.28M | Sell |
56,250
-504
| -0.9% | -$29.4K | 2.05% | 8 |
|
|
2020
Q3 | $2.92M | Sell |
56,754
-714
| -1% | -$36.8K | 2.18% | 9 |
|
|
2020
Q2 | $2.67M | Sell |
57,468
-72
| -0.1% | -$3.35K | 2.26% | 9 |
|
|
2020
Q1 | $2.03M | Sell |
57,540
-3,294
| -5% | -$116K | 2.04% | 9 |
|
|
2019
Q4 | $2.46M | Buy |
60,834
+288
| +0.5% | +$11.6K | 1.87% | 9 |
|
|
2019
Q3 | $2.19M | Sell |
60,546
-1,380
| -2% | -$49.9K | 1.81% | 8 |
|
|
2019
Q2 | $2.23M | Buy |
61,926
+1,032
| +2% | +$37.1K | 1.83% | 8 |
|
|
2019
Q1 | $2.09M | Buy |
60,894
+1,668
| +3% | +$57.3K | 1.81% | 8 |
|
|
2018
Q4 | $1.7M | Buy |
59,226
+3,156
| +6% | +$90.3K | 1.69% | 12 |
|
|
2018
Q3 | $1.96M | Buy |
56,070
+192
| +0.3% | +$6.7K | 1.62% | 11 |
|
|
2018
Q2 | $1.8M | Buy |
55,878
+1,668
| +3% | +$53.6K | 1.58% | 12 |
|
|
2018
Q1 | $1.62M | Buy |
54,210
+60
| +0.1% | +$1.79K | 1.51% | 14 |
|
|
2017
Q4 | $1.52M | Buy |
+54,150
| New | +$1.52M | 1.49% | 16 |
|
|
2013
Q3 | $456K | Buy |
34,278
+2,742
| +9% | +$36.5K | 0.59% | 64 |
|
|
2013
Q2 | $391K | Buy |
+31,536
| New | +$391K | 0.56% | 63 |
|