Bell Investment Advisors’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 | $43.7K | Sell |
389
-1,327
| -77% | -$149K | 0.01% | 272 |
|
|
2025
Q1 | $156K | Hold |
1,716
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $175K | Hold |
1,716
| – | – | 0.03% | 115 |
|
|
2024
Q3 | $165K | Hold |
1,716
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $162K | Hold |
1,716
| – | – | 0.03% | 111 |
|
|
2024
Q1 | $148K | Buy |
1,716
+846
| +97% | +$72.9K | 0.03% | 114 |
|
|
2023
Q4 | $65K | Buy |
+870
| New | +$65K | 0.01% | 173 |
|