Bartlett & Co Wealth Management’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 | $117K | Buy |
1,045
+571
| +120% | +$64.1K | ﹤0.01% | 517 |
|
|
2025
Q1 | $43K | Buy |
474
+24
| +5% | +$2.18K | ﹤0.01% | 678 |
|
|
2024
Q4 | $45.9K | Hold |
450
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $43.2K | Hold |
450
| – | – | ﹤0.01% | 681 |
|
|
2024
Q2 | $42.4K | Hold |
450
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $38.8K | Hold |
450
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $33.8K | Hold |
450
| – | – | ﹤0.01% | 770 |
|
|
2023
Q3 | $28.7K | Hold |
450
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $29.5K | Hold |
450
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $25.4K | Hold |
450
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $21K | Hold |
450
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $20.7K | Hold |
450
| – | – | ﹤0.01% | 696 |
|
|
2022
Q2 | $22.1K | Hold |
450
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $29.1K | Buy |
+450
| New | +$29.1K | ﹤0.01% | 674 |
|
|
2021
Q4 | – | Sell |
-450
| Closed | -$30.3K | – | 626 |
|
|
2021
Q3 | $30.3K | Hold |
450
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $30.3K | Hold |
450
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $27.1K | Hold |
450
| – | – | ﹤0.01% | 634 |
|
|
2020
Q4 | $26.2K | Hold |
450
| – | – | ﹤0.01% | 631 |
|
|
2020
Q3 | $23.2K | Hold |
450
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $20.9K | Hold |
450
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $15.9K | Hold |
450
| – | – | ﹤0.01% | 607 |
|
|
2019
Q4 | $18.2K | Buy |
+450
| New | +$18.2K | ﹤0.01% | 666 |
|