Gladstone Institutional Advisory’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 | $219K | Sell |
1,950
-694
| -26% | -$78K | 0.01% | 691 |
|
|
2025
Q1 | $240K | Hold |
2,644
| – | – | 0.01% | 644 |
|
|
2024
Q4 | $270K | Hold |
2,644
| – | – | 0.01% | 619 |
|
|
2024
Q3 | $254K | Buy |
+2,644
| New | +$254K | 0.01% | 602 |
|
|
2024
Q1 | – | Sell |
-2,820
| Closed | -$211K | – | 671 |
|
|
2023
Q4 | $211K | Buy |
+2,820
| New | +$211K | 0.01% | 618 |
|
|
2023
Q3 | – | Sell |
-66,912
| Closed | -$4.38M | – | 646 |
|
|
2023
Q2 | $4.38M | Buy |
+66,912
| New | +$4.38M | 0.27% | 98 |
|
|
2020
Q1 | – | Sell |
-6,720
| Closed | -$271K | – | 293 |
|
|
2019
Q4 | $271K | Sell |
6,720
-1,020
| -13% | -$41.1K | 0.07% | 205 |
|
|
2019
Q3 | $280K | Sell |
7,740
-624
| -7% | -$22.6K | 0.07% | 219 |
|
|
2019
Q2 | $301K | Buy |
+8,364
| New | +$301K | 0.09% | 200 |
|