GIM
Grassi Investment Management’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 | $410K | Sell |
3,650
-605
| -14% | -$68K | 0.03% | 99 |
|
|
2025
Q1 | $386K | Hold |
4,255
| – | – | 0.04% | 101 |
|
|
2024
Q4 | $434K | Hold |
4,255
| – | – | 0.04% | 99 |
|
|
2024
Q3 | $408K | Sell |
4,255
-100
| -2% | -$9.59K | 0.04% | 101 |
|
|
2024
Q2 | $411K | Sell |
4,355
-1,200
| -22% | -$113K | 0.04% | 106 |
|
|
2024
Q1 | $479K | Buy |
5,555
+4,629
| +500% | +$399K | 0.04% | 97 |
|
|
2023
Q4 | $415K | Hold |
926
| – | – | 0.04% | 99 |
|
|
2023
Q3 | $354K | Sell |
926
-150
| -14% | -$57.3K | 0.04% | 99 |
|
|
2023
Q2 | $423K | Hold |
1,076
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $365K | Sell |
1,076
-90
| -8% | -$30.5K | 0.05% | 98 |
|
|
2022
Q4 | $326K | Hold |
1,166
| – | – | 0.04% | 97 |
|
|
2022
Q3 | $322K | Hold |
1,166
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $343K | Hold |
1,166
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $453K | Hold |
1,166
| – | – | 0.05% | 101 |
|
|
2021
Q4 | $512K | Hold |
1,166
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $471K | Sell |
1,166
-10
| -0.9% | -$4.04K | 0.05% | 105 |
|
|
2021
Q2 | $475K | Hold |
1,176
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $424K | Hold |
1,176
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $411K | Hold |
1,176
| – | – | 0.05% | 104 |
|
|
2020
Q3 | $363K | Hold |
1,176
| – | – | 0.05% | 102 |
|
|
2020
Q2 | $328K | Buy |
+1,176
| New | +$328K | 0.05% | 104 |
|
|
2019
Q2 | – | Sell |
-1,326
| Closed | -$273K | – | 125 |
|
|
2019
Q1 | $273K | Buy |
+1,326
| New | +$273K | 0.04% | 117 |
|