Dakota Wealth Management’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 | $337K | Hold |
3,000
| – | – | 0.01% | 587 |
|
2025
Q1 | $272K | Hold |
3,000
| – | – | 0.01% | 636 |
|
2024
Q4 | $306K | Hold |
3,000
| – | – | 0.01% | 601 |
|
2024
Q3 | $288K | Hold |
3,000
| – | – | 0.01% | 597 |
|
2024
Q2 | $283K | Hold |
3,000
| – | – | 0.01% | 591 |
|
2024
Q1 | $259K | Hold |
3,000
| – | – | 0.01% | 616 |
|
2023
Q4 | $224K | Buy |
+3,000
| New | +$224K | 0.01% | 580 |
|
2023
Q3 | – | Sell |
-3,330
| Closed | -$218K | – | 672 |
|
2023
Q2 | $218K | Buy |
+3,330
| New | +$218K | 0.01% | 565 |
|
2022
Q2 | – | Sell |
-3,330
| Closed | -$216K | – | 521 |
|
2022
Q1 | $216K | Buy |
3,330
+330
| +11% | +$21.4K | 0.02% | 399 |
|
2021
Q4 | $220K | Hold |
3,000
| – | – | 0.02% | 343 |
|
2021
Q3 | $202K | Hold |
3,000
| – | – | 0.02% | 323 |
|
2021
Q2 | $202K | Buy |
+3,000
| New | +$202K | 0.02% | 307 |
|