Capital Analysts LLC’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 | $143K | Hold |
1,277
| – | – | ﹤0.01% | 597 |
|
2025
Q1 | $116K | Buy |
1,277
+323
| +34% | +$29.3K | ﹤0.01% | 610 |
|
2024
Q4 | $97K | Hold |
954
| – | – | ﹤0.01% | 617 |
|
2024
Q3 | $92K | Sell |
954
-42
| -4% | -$4.05K | ﹤0.01% | 596 |
|
2024
Q2 | $94K | Hold |
996
| – | – | ﹤0.01% | 587 |
|
2024
Q1 | $86K | Hold |
996
| – | – | ﹤0.01% | 574 |
|
2023
Q4 | $74K | Hold |
996
| – | – | ﹤0.01% | 579 |
|
2023
Q3 | $63K | Hold |
996
| – | – | ﹤0.01% | 562 |
|
2023
Q2 | $65K | Buy |
996
+42
| +4% | +$2.74K | ﹤0.01% | 535 |
|
2023
Q1 | $54K | Hold |
954
| – | – | ﹤0.01% | 583 |
|
2022
Q4 | $45K | Buy |
954
+522
| +121% | +$24.6K | ﹤0.01% | 639 |
|
2022
Q3 | $20K | Hold |
432
| – | – | ﹤0.01% | 716 |
|
2022
Q2 | $21K | Hold |
432
| – | – | ﹤0.01% | 704 |
|
2022
Q1 | $28K | Hold |
432
| – | – | ﹤0.01% | 630 |
|
2021
Q4 | $32K | Hold |
432
| – | – | ﹤0.01% | 636 |
|
2021
Q3 | $29K | Hold |
432
| – | – | ﹤0.01% | 648 |
|
2021
Q2 | $29K | Hold |
432
| – | – | ﹤0.01% | 620 |
|
2021
Q1 | $26K | Hold |
432
| – | – | ﹤0.01% | 676 |
|
2020
Q4 | $25K | Hold |
432
| – | – | ﹤0.01% | 486 |
|
2020
Q3 | $22K | Hold |
432
| – | – | ﹤0.01% | 493 |
|
2020
Q2 | $20K | Hold |
432
| – | – | ﹤0.01% | 471 |
|
2020
Q1 | $15K | Hold |
432
| – | – | ﹤0.01% | 481 |
|
2019
Q4 | $17K | Hold |
432
| – | – | ﹤0.01% | 503 |
|
2019
Q3 | $15K | Hold |
432
| – | – | ﹤0.01% | 501 |
|
2019
Q2 | $16K | Hold |
432
| – | – | ﹤0.01% | 481 |
|
2019
Q1 | $14K | Buy |
+432
| New | +$14K | ﹤0.01% | 476 |
|