Great Valley Advisor Group’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 | $1.74M | Buy |
15,511
+195
| +1% | +$21.9K | 0.04% | 343 |
|
|
2025
Q1 | $1.39M | Sell |
15,316
-104
| -0.7% | -$9.43K | 0.03% | 378 |
|
|
2024
Q4 | $1.57M | Sell |
15,420
-340
| -2% | -$34.7K | 0.04% | 354 |
|
|
2024
Q3 | $1.51M | Sell |
15,760
-1,100
| -7% | -$106K | 0.04% | 353 |
|
|
2024
Q2 | $1.59M | Sell |
16,860
-230
| -1% | -$21.7K | 0.04% | 303 |
|
|
2024
Q1 | $1.47M | Buy |
17,090
+13,964
| +447% | +$1.2M | 0.04% | 311 |
|
|
2023
Q4 | $234K | Buy |
+3,126
| New | +$234K | 0.01% | 634 |
|
|
2021
Q2 | – | Sell |
-4,626
| Closed | -$278K | – | 547 |
|
|
2021
Q1 | $278K | Sell |
4,626
-162
| -3% | -$9.74K | 0.03% | 420 |
|
|
2020
Q4 | $279K | Hold |
4,788
| – | – | 0.03% | 385 |
|
|
2020
Q3 | $247K | Hold |
4,788
| – | – | 0.03% | 367 |
|
|
2020
Q2 | $223K | Buy |
+4,788
| New | +$223K | 0.04% | 370 |
|