Avantax Advisory Services’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 | $2.46M | Buy |
21,891
+2,220
| +11% | +$249K | 0.01% | 699 |
|
|
2025
Q1 | $1.78M | Sell |
19,671
-685
| -3% | -$62.1K | 0.01% | 794 |
|
|
2024
Q4 | $2.08M | Buy |
20,356
+4,468
| +28% | +$456K | 0.01% | 696 |
|
|
2024
Q3 | $1.52M | Sell |
15,888
-1,014
| -6% | -$97.3K | 0.01% | 811 |
|
|
2024
Q2 | $1.59M | Buy |
16,902
+578
| +4% | +$54.5K | 0.01% | 753 |
|
|
2024
Q1 | $1.41M | Sell |
16,324
-650
| -4% | -$56K | 0.01% | 642 |
|
|
2023
Q4 | $1.27M | Buy |
16,974
+1,548
| +10% | +$116K | 0.01% | 632 |
|
|
2023
Q3 | $982K | Buy |
15,426
+3,330
| +28% | +$212K | 0.01% | 698 |
|
|
2023
Q2 | $792K | Buy |
+12,096
| New | +$792K | 0.01% | 765 |
|
|
2022
Q3 | – | Sell |
-7,086
| Closed | -$348K | – | 1359 |
|
|
2022
Q2 | $348K | Sell |
7,086
-150
| -2% | -$7.37K | 0.01% | 945 |
|
|
2022
Q1 | $469K | Sell |
7,236
-96
| -1% | -$6.22K | 0.01% | 808 |
|
|
2021
Q4 | $537K | Buy |
7,332
+1,236
| +20% | +$90.5K | 0.01% | 739 |
|
|
2021
Q3 | $412K | Sell |
6,096
-4,776
| -44% | -$323K | 0.01% | 789 |
|
|
2021
Q2 | $735K | Buy |
10,872
+6,282
| +137% | +$425K | 0.01% | 557 |
|
|
2021
Q1 | $277K | Buy |
4,590
+312
| +7% | +$18.8K | 0.01% | 841 |
|
|
2020
Q4 | $249K | Sell |
4,278
-7,464
| -64% | -$434K | 0.01% | 806 |
|
|
2020
Q3 | $608K | Buy |
+11,742
| New | +$608K | 0.01% | 729 |
|
|
2020
Q2 | – | Sell |
-20,928
| Closed | -$740K | – | 874 |
|
|
2020
Q1 | $740K | Sell |
20,928
-6,510
| -24% | -$230K | 0.02% | 352 |
|
|
2019
Q4 | $1.11M | Buy |
27,438
+3,090
| +13% | +$125K | 0.03% | 311 |
|
|
2019
Q3 | $880K | Buy |
+24,348
| New | +$880K | 0.04% | 232 |
|