Financial Advocates Investment 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 | $317K | Sell |
2,823
-1
| -0% | -$112 | 0.03% | 483 |
|
|
2025
Q1 | $256K | Sell |
2,824
-10
| -0.4% | -$907 | 0.02% | 598 |
|
|
2024
Q4 | $289K | Buy |
2,834
+9
| +0.3% | +$919 | 0.02% | 602 |
|
|
2024
Q3 | $271K | Sell |
2,825
-124
| -4% | -$11.9K | 0.02% | 631 |
|
|
2024
Q2 | $278K | Buy |
2,949
+1
| +0% | +$94 | 0.02% | 591 |
|
|
2024
Q1 | $254K | Buy |
2,948
+2
| +0.1% | +$172 | 0.01% | 651 |
|
|
2023
Q4 | $220K | Buy |
+2,946
| New | +$220K | 0.01% | 662 |
|
|
2023
Q3 | – | Sell |
-3,210
| Closed | -$210K | – | 712 |
|
|
2023
Q2 | $210K | Buy |
+3,210
| New | +$210K | 0.02% | 635 |
|
|
2022
Q3 | – | Sell |
-6,834
| Closed | -$336K | – | 780 |
|
|
2022
Q2 | $336K | Sell |
6,834
-1,032
| -13% | -$50.7K | 0.03% | 483 |
|
|
2022
Q1 | $509K | Sell |
7,866
-6
| -0.1% | -$388 | 0.03% | 435 |
|
|
2021
Q4 | $576K | Sell |
7,872
-1,212
| -13% | -$88.7K | 0.04% | 445 |
|
|
2021
Q3 | $611K | Sell |
9,084
-216
| -2% | -$14.5K | 0.04% | 432 |
|
|
2021
Q2 | $626K | Sell |
9,300
-450
| -5% | -$30.3K | 0.04% | 419 |
|
|
2021
Q1 | $586K | Buy |
9,750
+1,218
| +14% | +$73.2K | 0.04% | 432 |
|
|
2020
Q4 | $498K | Sell |
8,532
-228
| -3% | -$13.3K | 0.03% | 451 |
|
|
2020
Q3 | $451K | Sell |
8,760
-1,518
| -15% | -$78.2K | 0.04% | 384 |
|
|
2020
Q2 | $481K | Buy |
+10,278
| New | +$481K | 0.05% | 350 |
|