Geneos Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Sell |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $161K | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $478K | Sell |
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|
2021
Q1 | $499K | Hold |
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|
2020
Q4 | $466K | Sell |
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|
2020
Q3 | $740K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $811K | Buy |
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|
2019
Q4 | $944K | Buy |
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|
2019
Q3 | $831K | Sell |
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|
2019
Q2 | $918K | Sell |
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|
2019
Q1 | $880K | Sell |
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|
2018
Q4 | $753K | Sell |
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|
2018
Q3 | $935K | Sell |
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|
2018
Q2 | $942K | Sell |
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|
2018
Q1 | $902K | Sell |
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|
2017
Q4 | $876K | Sell |
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|
2017
Q3 | $909K | Sell |
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|
2017
Q2 | $862K | Sell |
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|
2017
Q1 | $826K | Sell |
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|
2016
Q4 | $757K | Buy |
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|
2016
Q3 | $752K | Buy |
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|
2016
Q2 | $217K | Hold |
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|
2016
Q1 | $220K | Buy |
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