GFPC
Global Financial Private Client’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
2,592
-7,899
| -75% | -$887K | 0.11% | 187 |
|
|
2025
Q1 | $951K | Sell |
10,491
-229
| -2% | -$20.8K | 0.36% | 74 |
|
|
2024
Q4 | $1.09M | Buy |
10,720
+1,319
| +14% | +$135K | 0.41% | 65 |
|
|
2024
Q3 | $902K | Buy |
9,401
+7
| +0.1% | +$672 | 0.35% | 79 |
|
|
2024
Q2 | $886K | Buy |
9,394
+250
| +3% | +$23.6K | 0.37% | 72 |
|
|
2024
Q1 | $792K | Buy |
9,144
+7,660
| +516% | +$664K | 0.34% | 83 |
|
|
2023
Q4 | $665K | Buy |
1,484
+304
| +26% | +$136K | 0.31% | 87 |
|
|
2023
Q3 | $456K | Hold |
1,180
| – | – | 0.24% | 97 |
|
|
2023
Q2 | $463K | Buy |
1,180
+95
| +9% | +$37.3K | 0.23% | 106 |
|
|
2023
Q1 | $368K | Buy |
1,085
+604
| +126% | +$205K | 0.19% | 117 |
|
|
2022
Q4 | $135K | Hold |
481
| – | – | 0.08% | 170 |
|
|
2022
Q3 | $137K | Hold |
481
| – | – | 0.08% | 169 |
|
|
2022
Q2 | $142K | Hold |
481
| – | – | 0.08% | 159 |
|
|
2022
Q1 | $187K | Hold |
481
| – | – | 0.09% | 146 |
|
|
2021
Q4 | $211K | Hold |
481
| – | – | 0.1% | 137 |
|
|
2021
Q3 | $196K | Hold |
481
| – | – | 0.1% | 142 |
|
|
2021
Q2 | $194K | Hold |
481
| – | – | 0.11% | 138 |
|
|
2021
Q1 | $178K | Hold |
481
| – | – | 0.13% | 123 |
|
|
2020
Q4 | $168K | Sell |
481
-219
| -31% | -$76.6K | 0.13% | 114 |
|
|
2020
Q3 | $220K | Hold |
700
| – | – | 0.19% | 89 |
|
|
2020
Q2 | $198K | Sell |
700
-599
| -46% | -$170K | 0.17% | 107 |
|
|
2020
Q1 | $263K | Hold |
1,299
| – | – | 0.28% | 82 |
|
|
2019
Q4 | $315K | Buy |
+1,299
| New | +$315K | 0.26% | 87 |
|