Carson Wealth (CWM LLC)’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.19M | Buy |
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|
2025
Q2 | $7.26M | Sell |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $5.99M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $5.51M | Sell |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $3.24M | Sell |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $3.66M | Sell |
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|
2022
Q1 | $5.22M | Sell |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q2 | $5.44M | Hold |
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|
2021
Q1 | $5.44M | Hold |
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|
2020
Q4 | $5.44M | Hold |
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|
2020
Q3 | $5.44M | Hold |
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|
2020
Q2 | $5.44M | Hold |
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|
2020
Q1 | $5.44M | Hold |
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|
2019
Q4 | $5.44M | Hold |
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|
2019
Q3 | $5.44M | Hold |
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|
2019
Q2 | $5.44M | Hold |
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|
2019
Q1 | $5.44M | Sell |
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|
2018
Q4 | $3.58M | Sell |
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|
2018
Q3 | $5.75M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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