Creative Planning’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 | $3.93M | Sell |
34,967
-4,437
| -11% | -$498K | ﹤0.01% | 877 |
|
|
2025
Q1 | $3.57M | Buy |
39,404
+17,362
| +79% | +$1.57M | ﹤0.01% | 844 |
|
|
2024
Q4 | $2.25M | Sell |
22,042
-1,905
| -8% | -$194K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $2.3M | Buy |
23,947
+3,362
| +16% | +$323K | ﹤0.01% | 990 |
|
|
2024
Q2 | $1.94M | Sell |
20,585
-831
| -4% | -$78.4K | ﹤0.01% | 997 |
|
|
2024
Q1 | $1.85M | Buy |
21,416
+782
| +4% | +$67.4K | ﹤0.01% | 994 |
|
|
2023
Q4 | $1.54M | Buy |
20,634
+1,242
| +6% | +$92.8K | ﹤0.01% | 1023 |
|
|
2023
Q3 | $1.24M | Buy |
19,392
+1,578
| +9% | +$101K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $1.17M | Buy |
17,814
+1,026
| +6% | +$67.2K | ﹤0.01% | 1057 |
|
|
2023
Q1 | $949K | Buy |
16,788
+1,014
| +6% | +$57.3K | ﹤0.01% | 1102 |
|
|
2022
Q4 | $736K | Sell |
15,774
-2,106
| -12% | -$98.3K | ﹤0.01% | 1191 |
|
|
2022
Q3 | $824K | Buy |
17,880
+3,192
| +22% | +$147K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $721K | Buy |
14,688
+4,188
| +40% | +$206K | ﹤0.01% | 1116 |
|
|
2022
Q1 | $680K | Buy |
10,500
+1,338
| +15% | +$86.7K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $670K | Buy |
9,162
+738
| +9% | +$54K | ﹤0.01% | 1143 |
|
|
2021
Q3 | $567K | Sell |
8,424
-2,370
| -22% | -$160K | ﹤0.01% | 1222 |
|
|
2021
Q2 | $727K | Sell |
10,794
-618
| -5% | -$41.6K | ﹤0.01% | 1076 |
|
|
2021
Q1 | $686K | Buy |
11,412
+246
| +2% | +$14.8K | ﹤0.01% | 1216 |
|
|
2020
Q4 | $651K | Buy |
11,166
+114
| +1% | +$6.65K | ﹤0.01% | 1147 |
|
|
2020
Q3 | $569K | Buy |
11,052
+6
| +0.1% | +$309 | ﹤0.01% | 1054 |
|
|
2020
Q2 | $514K | Sell |
11,046
-882
| -7% | -$41K | ﹤0.01% | 1005 |
|
|
2020
Q1 | $421K | Sell |
11,928
-222
| -2% | -$7.84K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $490K | Buy |
12,150
+2,916
| +32% | +$118K | ﹤0.01% | 1113 |
|
|
2019
Q3 | $334K | Buy |
9,234
+12
| +0.1% | +$434 | ﹤0.01% | 1285 |
|
|
2019
Q2 | $332K | Sell |
9,222
-234
| -2% | -$8.42K | ﹤0.01% | 1301 |
|
|
2019
Q1 | $325K | Buy |
9,456
+30
| +0.3% | +$1.03K | ﹤0.01% | 1279 |
|
|
2018
Q4 | $270K | Sell |
9,426
-108
| -1% | -$3.09K | ﹤0.01% | 1290 |
|
|
2018
Q3 | $333K | Sell |
9,534
-11,988
| -56% | -$419K | ﹤0.01% | 1323 |
|
|
2018
Q2 | $692K | Buy |
21,522
+7,830
| +57% | +$252K | ﹤0.01% | 912 |
|
|
2018
Q1 | $409K | Sell |
13,692
-2,154
| -14% | -$64.3K | ﹤0.01% | 1172 |
|
|
2017
Q4 | $446K | Buy |
15,846
+5,262
| +50% | +$148K | ﹤0.01% | 1136 |
|
|
2017
Q3 | $274K | Buy |
10,584
+390
| +4% | +$10.1K | ﹤0.01% | 1369 |
|
|
2017
Q2 | $246K | Buy |
10,194
+1,848
| +22% | +$44.6K | ﹤0.01% | 1382 |
|
|
2017
Q1 | $193K | Buy |
8,346
+912
| +12% | +$21.1K | ﹤0.01% | 1504 |
|
|
2016
Q4 | $153K | Hold |
7,434
| – | – | ﹤0.01% | 1554 |
|
|
2016
Q3 | $153K | Buy |
7,434
+1,200
| +19% | +$24.7K | ﹤0.01% | 1561 |
|
|
2016
Q2 | $114K | Hold |
6,234
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q1 | $115K | Hold |
6,234
| – | – | ﹤0.01% | 1538 |
|
|
2015
Q4 | $115K | Sell |
6,234
-1,098
| -15% | -$20.3K | ﹤0.01% | 1537 |
|
|
2015
Q3 | $123K | Buy |
+7,332
| New | +$123K | ﹤0.01% | 1467 |
|
|
2015
Q2 | – | Sell |
-6,030
| Closed | -$104K | – | 1899 |
|
|
2015
Q1 | $104K | Hold |
6,030
| – | – | ﹤0.01% | 1542 |
|
|
2014
Q4 | $102K | Hold |
6,030
| – | – | ﹤0.01% | 1533 |
|
|
2014
Q3 | $98K | Sell |
6,030
-12,372
| -67% | -$201K | ﹤0.01% | 1484 |
|
|
2014
Q2 | $292K | Buy |
18,402
+12,372
| +205% | +$196K | ﹤0.01% | 851 |
|
|
2014
Q1 | $91K | Hold |
6,030
| – | – | ﹤0.01% | 1457 |
|
|
2013
Q4 | $90K | Hold |
6,030
| – | – | ﹤0.01% | 1253 |
|
|
2013
Q3 | $80K | Hold |
6,030
| – | – | ﹤0.01% | 1252 |
|
|
2013
Q2 | $75K | Buy |
+6,030
| New | +$75K | ﹤0.01% | 1147 |
|