Horst & Graben 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 | $638K | Buy |
5,679
+1,663
| +41% | +$187K | 0.11% | 94 |
|
|
2025
Q1 | $364K | Buy |
4,016
+398
| +11% | +$36.1K | 0.07% | 114 |
|
|
2024
Q4 | $369K | Buy |
3,618
+28
| +0.8% | +$2.86K | 0.07% | 107 |
|
|
2024
Q3 | $344K | Buy |
3,590
+776
| +28% | +$74.4K | 0.06% | 107 |
|
|
2024
Q2 | $265K | Buy |
2,814
+141
| +5% | +$13.3K | 0.05% | 120 |
|
|
2024
Q1 | $230K | Buy |
+2,673
| New | +$230K | 0.05% | 133 |
|
|
2022
Q3 | – | Sell |
-12,828
| Closed | -$629K | – | 127 |
|
|
2022
Q2 | $629K | Sell |
12,828
-38,928
| -75% | -$1.91M | 0.17% | 63 |
|
|
2022
Q1 | $3.35M | Sell |
51,756
-8,370
| -14% | -$542K | 0.82% | 26 |
|
|
2021
Q4 | $4.4M | Sell |
60,126
-7,314
| -11% | -$535K | 1.1% | 24 |
|
|
2021
Q3 | $4.54M | Sell |
67,440
-2,232
| -3% | -$150K | 1.25% | 23 |
|
|
2021
Q2 | $4.69M | Sell |
69,672
-64,530
| -48% | -$4.34M | 1.31% | 19 |
|
|
2021
Q1 | $8.07M | Sell |
134,202
-22,842
| -15% | -$1.37M | 2.54% | 11 |
|
|
2020
Q4 | $9.16M | Sell |
157,044
-5,430
| -3% | -$317K | 3.16% | 8 |
|
|
2020
Q3 | $8.37M | Buy |
+162,474
| New | +$8.37M | 3.25% | 7 |
|