Atria Investments’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 | $1.24M | Sell |
11,051
-1,161
| -10% | -$130K | 0.01% | 925 |
|
|
2025
Q1 | $1.11M | Buy |
12,212
+111
| +0.9% | +$10.1K | 0.01% | 960 |
|
|
2024
Q4 | $1.24M | Buy |
12,101
+1,382
| +13% | +$141K | 0.02% | 874 |
|
|
2024
Q3 | $1.03M | Sell |
10,719
-5,660
| -35% | -$543K | 0.01% | 954 |
|
|
2024
Q2 | $1.54M | Sell |
16,379
-8,210
| -33% | -$774K | 0.02% | 744 |
|
|
2024
Q1 | $2.12M | Sell |
24,589
-4,613
| -16% | -$398K | 0.03% | 628 |
|
|
2023
Q4 | $2.18M | Buy |
29,202
+2,382
| +9% | +$178K | 0.03% | 564 |
|
|
2023
Q3 | $1.71M | Buy |
26,820
+3,912
| +17% | +$249K | 0.03% | 634 |
|
|
2023
Q2 | $1.5M | Sell |
22,908
-4,950
| -18% | -$324K | 0.03% | 665 |
|
|
2023
Q1 | $1.58M | Sell |
27,858
-3,000
| -10% | -$170K | 0.03% | 626 |
|
|
2022
Q4 | $1.44M | Sell |
30,858
-30,444
| -50% | -$1.42M | 0.03% | 624 |
|
|
2022
Q3 | $2.82M | Sell |
61,302
-32,550
| -35% | -$1.5M | 0.06% | 378 |
|
|
2022
Q2 | $4.61M | Buy |
93,852
+18,132
| +24% | +$890K | 0.1% | 249 |
|
|
2022
Q1 | $4.9M | Buy |
+75,720
| New | +$4.9M | 0.09% | 289 |
|
|
2016
Q1 | – | Sell |
-15,654
| Closed | -$267K | – | 459 |
|
|
2015
Q4 | $267K | Buy |
+15,654
| New | +$267K | 0.03% | 338 |
|