Freestone Capital Holdings’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 | $553K | Hold |
4,926
| – | – | 0.02% | 275 |
|
|
2025
Q1 | $447K | Hold |
4,926
| – | – | 0.02% | 294 |
|
|
2024
Q4 | $503K | Sell |
4,926
-50
| -1% | -$5.1K | 0.02% | 286 |
|
|
2024
Q3 | $477K | Hold |
4,976
| – | – | 0.02% | 291 |
|
|
2024
Q2 | $469K | Buy |
4,976
+50
| +1% | +$4.72K | 0.02% | 304 |
|
|
2024
Q1 | $425K | Hold |
4,926
| – | – | 0.02% | 320 |
|
|
2023
Q4 | $368K | Sell |
4,926
-546
| -10% | -$40.8K | 0.02% | 297 |
|
|
2023
Q3 | $349K | Hold |
5,472
| – | – | 0.02% | 280 |
|
|
2023
Q2 | $358K | Hold |
5,472
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $309K | Hold |
5,472
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $255K | Buy |
+5,472
| New | +$255K | 0.01% | 305 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$35K | – | 714 |
|
|
2020
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 634 |
|
|
2020
Q3 | $30.9K | Buy |
+600
| New | +$30.9K | ﹤0.01% | 567 |
|