Atria Wealth Solutions’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 | $247K | Sell |
2,199
-6,896
| -76% | -$775K | 0.01% | 1255 |
|
|
2025
Q1 | $825K | Sell |
9,095
-6,328
| -41% | -$574K | 0.01% | 950 |
|
|
2024
Q4 | $1.57M | Sell |
15,423
-4,896
| -24% | -$500K | 0.02% | 731 |
|
|
2024
Q3 | $1.95M | Buy |
20,319
+317
| +2% | +$30.4K | 0.02% | 644 |
|
|
2024
Q2 | $1.89M | Buy |
20,002
+6,753
| +51% | +$637K | 0.02% | 638 |
|
|
2024
Q1 | $1.14M | Sell |
13,249
-5,927
| -31% | -$511K | 0.01% | 853 |
|
|
2023
Q4 | $1.43M | Buy |
19,176
+918
| +5% | +$68.6K | 0.02% | 722 |
|
|
2023
Q3 | $1.16M | Sell |
18,258
-1,152
| -6% | -$73.4K | 0.02% | 743 |
|
|
2023
Q2 | $1.27M | Buy |
19,410
+504
| +3% | +$33K | 0.02% | 742 |
|
|
2023
Q1 | $1.07M | Sell |
18,906
-3,744
| -17% | -$212K | 0.02% | 768 |
|
|
2022
Q4 | $1.06M | Sell |
22,650
-2,514
| -10% | -$117K | 0.02% | 720 |
|
|
2022
Q3 | $1.16M | Sell |
25,164
-13,506
| -35% | -$622K | 0.02% | 666 |
|
|
2022
Q2 | $1.9M | Buy |
38,670
+5,754
| +17% | +$282K | 0.04% | 445 |
|
|
2022
Q1 | $2.13M | Buy |
+32,916
| New | +$2.13M | 0.04% | 467 |
|