Beaton Management Company’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 | $522K | Hold |
4,650
| – | – | 0.26% | 85 |
|
|
2025
Q1 | $422K | Hold |
4,650
| – | – | 0.22% | 96 |
|
|
2024
Q4 | $475K | Hold |
4,650
| – | – | 0.24% | 92 |
|
|
2024
Q3 | $446K | Hold |
4,650
| – | – | 0.23% | 96 |
|
|
2024
Q2 | $439K | Buy |
4,650
+450
| +11% | +$42.5K | 0.24% | 93 |
|
|
2024
Q1 | $362K | Hold |
4,200
| – | – | 0.2% | 103 |
|
|
2023
Q4 | $314K | Hold |
4,200
| – | – | 0.19% | 107 |
|
|
2023
Q3 | $268K | Hold |
4,200
| – | – | 0.17% | 112 |
|
|
2023
Q2 | $275K | Hold |
4,200
| – | – | 0.17% | 112 |
|
|
2023
Q1 | $238K | Buy |
+4,200
| New | +$238K | 0.16% | 116 |
|
|
2022
Q3 | – | Sell |
-4,200
| Closed | -$206K | – | 129 |
|
|
2022
Q2 | $206K | Hold |
4,200
| – | – | 0.15% | 125 |
|
|
2022
Q1 | $272K | Hold |
4,200
| – | – | 0.17% | 117 |
|
|
2021
Q4 | $307K | Hold |
4,200
| – | – | 0.18% | 110 |
|
|
2021
Q3 | $283K | Hold |
4,200
| – | – | 0.19% | 114 |
|
|
2021
Q2 | $283K | Hold |
4,200
| – | – | 0.18% | 119 |
|
|
2021
Q1 | $253K | Hold |
4,200
| – | – | 0.17% | 120 |
|
|
2020
Q4 | $245K | Hold |
4,200
| – | – | 0.18% | 116 |
|
|
2020
Q3 | $216K | Buy |
+4,200
| New | +$216K | 0.18% | 112 |
|