Clarity Wealth Advisors’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 | $2.47M | Sell |
21,960
-639
| -3% | -$71.8K | 0.61% | 34 |
|
|
2025
Q1 | $2.05M | Sell |
22,599
-790
| -3% | -$71.6K | 0.57% | 34 |
|
|
2024
Q4 | $2.39M | Sell |
23,389
-951
| -4% | -$97.1K | 0.65% | 33 |
|
|
2024
Q3 | $2.34M | Sell |
24,340
-573
| -2% | -$55K | 0.68% | 33 |
|
|
2024
Q2 | $2.35M | Sell |
24,913
-2,253
| -8% | -$212K | 0.76% | 33 |
|
|
2024
Q1 | $2.34M | Sell |
27,166
-146
| -0.5% | -$12.6K | 0.79% | 33 |
|
|
2023
Q4 | $2.04M | Sell |
27,312
-1,038
| -4% | -$77.5K | 0.77% | 34 |
|
|
2023
Q3 | $1.81M | Sell |
28,350
-174
| -0.6% | -$11.1K | 0.82% | 30 |
|
|
2023
Q2 | $1.87M | Sell |
28,524
-384
| -1% | -$25.1K | 0.84% | 29 |
|
|
2023
Q1 | $1.63M | Sell |
28,908
-1,188
| -4% | -$67.2K | 0.83% | 28 |
|
|
2022
Q4 | $1.4M | Sell |
30,096
-486
| -2% | -$22.7K | 0.81% | 26 |
|
|
2022
Q3 | $1.41M | Sell |
30,582
-2,694
| -8% | -$124K | 0.85% | 29 |
|
|
2022
Q2 | $1.63M | Buy |
33,276
+1,446
| +5% | +$70.9K | 0.93% | 26 |
|
|
2022
Q1 | $2.06M | Sell |
31,830
-2,232
| -7% | -$145K | 0.98% | 26 |
|
|
2021
Q4 | $2.49M | Sell |
34,062
-2,382
| -7% | -$174K | 1.16% | 26 |
|
|
2021
Q3 | $2.45M | Sell |
36,444
-672
| -2% | -$45.2K | 1.21% | 26 |
|
|
2021
Q2 | $2.5M | Sell |
37,116
-1,014
| -3% | -$68.3K | 1.3% | 24 |
|
|
2021
Q1 | $2.29M | Sell |
38,130
-2,148
| -5% | -$129K | 1.31% | 25 |
|
|
2020
Q4 | $2.35M | Sell |
40,278
-1,368
| -3% | -$79.7K | 1.42% | 20 |
|
|
2020
Q3 | $2.15M | Sell |
41,646
-2,568
| -6% | -$132K | 1.54% | 20 |
|
|
2020
Q2 | $2.06M | Sell |
44,214
-2,076
| -4% | -$96.6K | 1.62% | 19 |
|
|
2020
Q1 | $1.63M | Sell |
46,290
-600
| -1% | -$21.2K | 1.7% | 20 |
|
|
2019
Q4 | $1.89M | Buy |
+46,890
| New | +$1.89M | 1.59% | 21 |
|