Carson Wealth (CWM LLC)’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 | $7.26M | Sell |
64,617
-737
| -1% | -$82.8K | 0.03% | 485 |
|
|
2025
Q1 | $5.93M | Buy |
65,354
+2,597
| +4% | +$235K | 0.02% | 477 |
|
|
2024
Q4 | $6.41M | Buy |
62,757
+367
| +0.6% | +$37.5K | 0.03% | 423 |
|
|
2024
Q3 | $5.99M | Sell |
62,390
-1,528
| -2% | -$147K | 0.03% | 407 |
|
|
2024
Q2 | $6.03M | Sell |
63,918
-23
| -0% | -$2.17K | 0.03% | 382 |
|
|
2024
Q1 | $5.51M | Sell |
63,941
-211
| -0.3% | -$18.2K | 0.03% | 399 |
|
|
2023
Q4 | $4.79M | Sell |
64,152
-2,058
| -3% | -$154K | 0.03% | 401 |
|
|
2023
Q3 | $4.22M | Sell |
66,210
-1,548
| -2% | -$98.6K | 0.03% | 392 |
|
|
2023
Q2 | $4.44M | Sell |
67,758
-612
| -0.9% | -$40.1K | 0.03% | 360 |
|
|
2023
Q1 | $3.87M | Sell |
68,370
-990
| -1% | -$56K | 0.03% | 371 |
|
|
2022
Q4 | $3.24M | Sell |
69,360
-5,262
| -7% | -$246K | 0.02% | 381 |
|
|
2022
Q3 | $3.44M | Buy |
74,622
+66
| +0.1% | +$3.04K | 0.03% | 335 |
|
|
2022
Q2 | $3.66M | Sell |
74,556
-6,090
| -8% | -$299K | 0.03% | 333 |
|
|
2022
Q1 | $5.22M | Sell |
80,646
-264
| -0.3% | -$17.1K | 0.04% | 293 |
|
|
2021
Q4 | $5.92M | Buy |
+80,910
| New | +$5.92M | 0.04% | 279 |
|
|
2021
Q2 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2021
Q1 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2020
Q4 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2020
Q3 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2020
Q2 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2020
Q1 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2019
Q4 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2019
Q3 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2019
Q2 | $5.44M | Hold |
80,742
| – | – | 0.04% | 279 |
|
|
2019
Q1 | $5.44M | Sell |
80,742
-44,280
| -35% | -$2.98M | 0.04% | 279 |
|
|
2018
Q4 | $3.58M | Sell |
125,022
-39,762
| -24% | -$1.14M | 0.09% | 193 |
|
|
2018
Q3 | $5.75M | Buy |
164,784
+125,274
| +317% | +$4.37M | 0.15% | 143 |
|
|
2018
Q2 | $1.27M | Buy |
+39,510
| New | +$1.27M | 0.04% | 252 |
|