Belpointe Asset 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 | $4.04M | Sell |
36,006
-5,104
| -12% | -$573K | 0.17% | 105 |
|
|
2025
Q1 | $3.73M | Sell |
41,110
-57,496
| -58% | -$5.21M | 0.19% | 103 |
|
|
2024
Q4 | $9.18M | Sell |
98,606
-41
| -0% | -$3.82K | 0.55% | 27 |
|
|
2024
Q3 | $9.46M | Buy |
98,647
+31,543
| +47% | +$3.03M | 0.57% | 27 |
|
|
2024
Q2 | $6.33M | Buy |
+67,104
| New | +$6.33M | 0.44% | 40 |
|
|
2023
Q2 | – | Sell |
-786
| Closed | -$44.5K | – | 1874 |
|
|
2023
Q1 | $44.5K | Hold |
786
| – | – | ﹤0.01% | 1766 |
|
|
2022
Q4 | $36.7K | Buy |
+786
| New | +$36.7K | ﹤0.01% | 1796 |
|
|
2022
Q2 | – | Sell |
-7,488
| Closed | -$485K | – | 1196 |
|
|
2022
Q1 | $485K | Buy |
+7,488
| New | +$485K | 0.03% | 548 |
|