B. Riley Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
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|
2024
Q4 | $3.55M | Buy |
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2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $2.75M | Buy |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.69M | Hold |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.12M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $2.87M | Buy |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $946K | Sell |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $2.01M | Sell |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $1.77M | Sell |
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|
2017
Q1 | $1.72M | Sell |
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|
2016
Q4 | $1.55M | Hold |
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|
2016
Q3 | $773K | Hold |
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|
2016
Q2 | $688K | Sell |
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|
2016
Q1 | $693K | Sell |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $671K | Sell |
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|
2015
Q2 | $696K | Hold |
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|
2015
Q1 | $692K | Sell |
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|
2014
Q4 | $7.58K | Buy |
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|
2014
Q3 | $664K | Sell |
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|
2014
Q2 | $646K | Buy |
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|
2014
Q1 | $617K | Hold |
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|
2013
Q4 | $607K | Hold |
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|
2013
Q3 | $541K | Sell |
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|
2013
Q2 | $506K | Buy |
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