CIA
Cape Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
3,642
+345
| +10% | +$38.8K | 0.15% | 112 |
|
|
2025
Q1 | $299K | Buy |
3,297
+364
| +12% | +$33K | 0.12% | 135 |
|
|
2024
Q4 | $299K | Buy |
2,933
+369
| +14% | +$37.7K | 0.12% | 134 |
|
|
2024
Q3 | $246K | Buy |
2,564
+1,152
| +82% | +$111K | 0.1% | 146 |
|
|
2024
Q2 | $133K | Buy |
1,412
+446
| +46% | +$42.1K | 0.06% | 191 |
|
|
2024
Q1 | $83.3K | Buy |
966
+898
| +1,321% | +$77.4K | 0.04% | 242 |
|
|
2023
Q4 | $30.5K | Sell |
68
-80
| -54% | -$35.9K | 0.01% | 450 |
|
|
2023
Q3 | $56.6K | Hold |
148
| – | – | 0.03% | 276 |
|
|
2023
Q2 | $58.1K | Hold |
148
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $50.2K | Buy |
+148
| New | +$50.2K | 0.03% | 265 |
|