Global Retirement Partners’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 | $7.1M | Buy |
+63,229
| New | +$7.1M | 0.18% | 110 |
|
|
2024
Q4 | $1.59M | Buy |
15,574
+1,533
| +11% | +$157K | 0.05% | 346 |
|
|
2024
Q3 | $1.35M | Buy |
14,041
+949
| +7% | +$91K | 0.04% | 365 |
|
|
2024
Q2 | $1.23M | Buy |
13,092
+1,114
| +9% | +$105K | 0.04% | 376 |
|
|
2024
Q1 | $1.03M | Buy |
11,978
+7,478
| +166% | +$644K | 0.04% | 357 |
|
|
2023
Q4 | $340K | Buy |
4,500
+6
| +0.1% | +$453 | 0.01% | 578 |
|
|
2023
Q3 | $288K | Buy |
4,494
+6
| +0.1% | +$384 | 0.01% | 556 |
|
|
2023
Q2 | $294K | Hold |
4,488
| – | – | 0.01% | 573 |
|
|
2023
Q1 | $248K | Buy |
4,488
+438
| +11% | +$24.2K | 0.01% | 593 |
|
|
2022
Q4 | $189K | Buy |
+4,050
| New | +$189K | 0.01% | 605 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$7K | – | 1816 |
|
|
2020
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 1351 |
|
|
2020
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 1278 |
|
|
2020
Q2 | $6K | Buy |
120
+48
| +67% | +$2.4K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 1381 |
|
|
2019
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 1397 |
|
|
2018
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1332 |
|