Cresset Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Hold
13,158
0.01% 653
2025
Q1
$1.19M Hold
13,158
0.01% 703
2024
Q4
$1.34M Sell
13,158
-11,085
-46% -$1.13M 0.01% 670
2024
Q3
$2.33M Sell
24,243
-36
-0.1% -$3.45K 0.01% 719
2024
Q2
$2.29M Sell
24,279
-24
-0.1% -$2.26K 0.01% 640
2024
Q1
$2.09M Buy
24,303
+10,725
+79% +$924K 0.01% 609
2023
Q4
$1.01M Hold
13,578
0.01% 867
2023
Q3
$865K Buy
+13,578
New +$865K ﹤0.01% 888
2022
Q3
Sell
-13,548
Closed -$665K 920
2022
Q2
$665K Hold
13,548
0.01% 472
2022
Q1
$877K Hold
13,548
0.01% 447
2021
Q4
$991K Hold
13,548
0.01% 458
2021
Q3
$911K Buy
13,548
+1,668
+14% +$112K 0.01% 419
2021
Q2
$800K Hold
11,880
0.01% 409
2021
Q1
$714K Hold
11,880
0.01% 376
2020
Q4
$693K Hold
11,880
0.01% 315
2020
Q3
$612K Hold
11,880
0.01% 337
2020
Q2
$553K Hold
11,880
0.01% 323
2020
Q1
$419K Hold
11,880
0.01% 323
2019
Q4
$479K Hold
11,880
0.01% 311
2019
Q3
$430K Buy
+11,880
New +$430K 0.01% 292