Apexium Financial’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 | $2.72M | Sell |
24,174
-23,006
| -49% | -$2.58M | 0.14% | 72 |
|
|
2025
Q1 | $4.28M | Sell |
47,180
-3,478
| -7% | -$315K | 0.26% | 50 |
|
|
2024
Q4 | $5.17M | Sell |
50,658
-2,673
| -5% | -$273K | 0.31% | 46 |
|
|
2024
Q3 | $5.12M | Sell |
53,331
-2,639
| -5% | -$253K | 0.34% | 40 |
|
|
2024
Q2 | $5.28M | Sell |
55,970
-602
| -1% | -$56.8K | 0.38% | 36 |
|
|
2024
Q1 | $4.88M | Sell |
56,572
-2,108
| -4% | -$182K | 0.37% | 38 |
|
|
2023
Q4 | $4.38M | Sell |
58,680
-13,326
| -19% | -$995K | 0.31% | 44 |
|
|
2023
Q3 | $4.59M | Sell |
72,006
-10,470
| -13% | -$667K | 0.46% | 33 |
|
|
2023
Q2 | $5.4M | Buy |
82,476
+3,300
| +4% | +$216K | 0.48% | 27 |
|
|
2023
Q1 | $4.48M | Sell |
79,176
-2,364
| -3% | -$134K | 0.44% | 30 |
|
|
2022
Q4 | $3.81M | Buy |
81,540
+2,256
| +3% | +$105K | 0.39% | 33 |
|
|
2022
Q3 | $3.68M | Buy |
79,284
+20,754
| +35% | +$963K | 0.46% | 30 |
|
|
2022
Q2 | $2.92M | Sell |
58,530
-25,530
| -30% | -$1.27M | 1.68% | 12 |
|
|
2022
Q1 | $5.96M | Sell |
84,060
-60
| -0.1% | -$4.26K | 3.13% | 7 |
|
|
2021
Q4 | $6.16M | Sell |
84,120
-2,658
| -3% | -$194K | 3.18% | 7 |
|
|
2021
Q3 | $5.84M | Buy |
86,778
+3,414
| +4% | +$230K | 3.37% | 7 |
|
|
2021
Q2 | $5.62M | Buy |
83,364
+2,796
| +3% | +$188K | 3.49% | 8 |
|
|
2021
Q1 | $4.85M | Buy |
80,568
+3,834
| +5% | +$231K | 3.56% | 9 |
|
|
2020
Q4 | $4.47M | Sell |
76,734
-4,110
| -5% | -$240K | 3.54% | 9 |
|
|
2020
Q3 | $4.13M | Buy |
80,844
+41,502
| +105% | +$2.12M | 3.35% | 11 |
|
|
2020
Q2 | $1.83M | Buy |
+39,342
| New | +$1.83M | 1.66% | 14 |
|