HB Wealth Management’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 | $15.2M | Sell |
134,875
-9,146
| -6% | -$1.03M | 0.12% | 93 |
|
|
2025
Q1 | $13.1M | Buy |
144,021
+10,401
| +8% | +$943K | 0.11% | 107 |
|
|
2024
Q4 | $13.6M | Buy |
133,620
+3,505
| +3% | +$358K | 0.14% | 76 |
|
|
2024
Q3 | $12.5M | Buy |
130,115
+10,330
| +9% | +$991K | 0.13% | 80 |
|
|
2024
Q2 | $11.3M | Buy |
119,785
+24,984
| +26% | +$2.36M | 0.13% | 77 |
|
|
2024
Q1 | $8.17M | Buy |
94,801
+29,467
| +45% | +$2.54M | 0.1% | 105 |
|
|
2023
Q4 | $4.88M | Sell |
65,334
-60
| -0.1% | -$4.48K | 0.07% | 138 |
|
|
2023
Q3 | $4.17M | Sell |
65,394
-204
| -0.3% | -$13K | 0.07% | 143 |
|
|
2023
Q2 | $4.3M | Buy |
65,598
+7,752
| +13% | +$508K | 0.07% | 138 |
|
|
2023
Q1 | $3.27M | Buy |
57,846
+30,570
| +112% | +$1.73M | 0.06% | 151 |
|
|
2022
Q4 | $1.27M | Sell |
27,276
-29,880
| -52% | -$1.39M | 0.02% | 248 |
|
|
2022
Q3 | $2.63M | Sell |
57,156
-27,036
| -32% | -$1.25M | 0.06% | 150 |
|
|
2022
Q2 | $4.13M | Sell |
84,192
-22,788
| -21% | -$1.12M | 0.08% | 115 |
|
|
2022
Q1 | $6.93M | Buy |
106,980
+3,906
| +4% | +$253K | 0.13% | 85 |
|
|
2021
Q4 | $7.54M | Buy |
+103,074
| New | +$7.54M | 0.15% | 54 |
|