CIA
Concurrent Investment Advisors’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 | $557K | Sell |
4,959
-563
| -10% | -$63.2K | 0.01% | 809 |
|
|
2025
Q1 | $501K | Sell |
5,522
-436
| -7% | -$39.5K | 0.01% | 748 |
|
|
2024
Q4 | $608K | Buy |
5,958
+1,982
| +50% | +$202K | 0.02% | 616 |
|
|
2024
Q3 | $381K | Sell |
3,976
-486
| -11% | -$46.6K | 0.01% | 691 |
|
|
2024
Q2 | $421K | Buy |
4,462
+1,014
| +29% | +$95.6K | 0.01% | 635 |
|
|
2024
Q1 | $297K | Buy |
3,448
+2,904
| +534% | +$250K | 0.01% | 673 |
|
|
2023
Q4 | $244K | Buy |
+544
| New | +$244K | 0.01% | 710 |
|