Icon Wealth Advisors’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 | $1.65M | Hold |
14,688
| – | – | 0.12% | 137 |
|
|
2025
Q1 | $1.33M | Hold |
14,688
| – | – | 0.11% | 134 |
|
|
2024
Q4 | $1.5M | Hold |
14,688
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $1.41M | Buy |
+14,688
| New | +$1.41M | 0.12% | 128 |
|
|
2024
Q2 | – | Sell |
-14,688
| Closed | -$1.27M | – | 468 |
|
|
2024
Q1 | $1.27M | Hold |
14,688
| – | – | 0.12% | 128 |
|
|
2023
Q4 | $1.1M | Buy |
+14,688
| New | +$1.1M | 0.11% | 119 |
|
|
2022
Q4 | $858K | Hold |
18,390
| – | – | 0.1% | 148 |
|
|
2022
Q3 | $847K | Buy |
+18,390
| New | +$847K | 0.1% | 145 |
|