Arkadios Wealth Advisors’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 | $795K | Buy |
7,076
+95
| +1% | +$10.7K | 0.02% | 653 |
|
|
2025
Q1 | $633K | Buy |
6,981
+397
| +6% | +$36K | 0.02% | 619 |
|
|
2024
Q4 | $672K | Buy |
6,584
+579
| +10% | +$59.1K | 0.04% | 438 |
|
|
2024
Q3 | $576K | Buy |
6,005
+59
| +1% | +$5.66K | 0.03% | 496 |
|
|
2024
Q2 | $561K | Buy |
+5,946
| New | +$561K | 0.04% | 438 |
|
|
2021
Q4 | – | Sell |
-2,286
| Closed | -$153K | – | 1136 |
|
|
2021
Q3 | $153K | Hold |
2,286
| – | – | 0.02% | 576 |
|
|
2021
Q2 | $153K | Hold |
2,286
| – | – | 0.02% | 604 |
|
|
2021
Q1 | $137K | Hold |
2,286
| – | – | 0.02% | 476 |
|
|
2020
Q4 | $133K | Buy |
+2,286
| New | +$133K | 0.03% | 387 |
|