AWM
Aries Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
2,500
| – | – | 0.07% | 186 |
|
|
2025
Q1 | $227K | Sell |
2,500
-1,910
| -43% | -$173K | 0.06% | 207 |
|
|
2024
Q4 | $450K | Hold |
4,410
| – | – | 0.12% | 144 |
|
|
2024
Q3 | $423K | Hold |
4,410
| – | – | 0.12% | 151 |
|
|
2024
Q2 | $416K | Hold |
4,410
| – | – | 0.13% | 134 |
|
|
2024
Q1 | $380K | Buy |
4,410
+3,675
| +500% | +$317K | 0.12% | 142 |
|
|
2023
Q4 | $329K | Hold |
735
| – | – | 0.12% | 145 |
|
|
2023
Q3 | $291K | Hold |
735
| – | – | 0.11% | 155 |
|
|
2023
Q2 | $289K | Hold |
735
| – | – | 0.11% | 153 |
|
|
2023
Q1 | $249K | Hold |
735
| – | – | 0.1% | 163 |
|
|
2022
Q4 | $206K | Hold |
735
| – | – | 0.09% | 178 |
|
|
2022
Q3 | $212K | Hold |
735
| – | – | 0.09% | 171 |
|
|
2022
Q2 | $216K | Buy |
+735
| New | +$216K | 0.1% | 163 |
|
|
2022
Q1 | – | Sell |
-735
| Closed | -$323K | – | 139 |
|
|
2021
Q4 | $323K | Hold |
735
| – | – | 0.12% | 140 |
|
|
2021
Q3 | $297K | Hold |
735
| – | – | 0.13% | 143 |
|
|
2021
Q2 | $297K | Hold |
735
| – | – | 0.13% | 137 |
|
|
2021
Q1 | $281K | Hold |
735
| – | – | 0.13% | 140 |
|
|
2020
Q4 | $259K | Hold |
735
| – | – | 0.13% | 140 |
|
|
2020
Q3 | $227K | Hold |
735
| – | – | 0.13% | 130 |
|
|
2020
Q2 | $205K | Buy |
+735
| New | +$205K | 0.13% | 134 |
|