IFP Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

IFP Advisors’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Sell	3,650 -24	-0.7%	-$2.7K	0.01%	919
2025 Q1	$333K	Sell	3,674 -155	-4%	-$14.1K	0.01%	941
2024 Q4	$391K	Buy	+3,829	New	+$391K	0.01%	827
2023 Q4	–	Sell	-300	Closed	-$19.1K	–	3193
2023 Q3	$19.1K	Hold	300	–	–	﹤0.01%	1974
2023 Q2	$19.6K	Hold	300	–	–	﹤0.01%	2007
2023 Q1	$9.81K	Sell	300 -1,044	-78%	-$34.1K	﹤0.01%	2291
2022 Q4	$50K	Sell	1,344 -6	-0.4%	-$223	﹤0.01%	2251
2022 Q3	$51K	Sell	1,350 -54	-4%	-$2.04K	﹤0.01%	2356
2022 Q2	$50K	Hold	1,404	–	–	﹤0.01%	2176
2022 Q1	$50K	Buy	1,404 +726	+107%	+$25.9K	﹤0.01%	2176
2021 Q4	$50K	Hold	678	–	–	﹤0.01%	1524
2021 Q3	$45K	Hold	678	–	–	﹤0.01%	1573
2021 Q2	$45K	Sell	678 -300	-31%	-$19.9K	﹤0.01%	1572
2021 Q1	$59K	Sell	978 -780	-44%	-$47.1K	﹤0.01%	1391
2020 Q4	$103K	Hold	1,758	–	–	﹤0.01%	1123
2020 Q3	$90K	Sell	1,758 -6,210	-78%	-$318K	0.01%	1053
2020 Q2	$363K	Sell	7,968 -5,922	-43%	-$270K	0.03%	487
2020 Q1	$502K	Sell	13,890 -264	-2%	-$9.54K	0.05%	356
2019 Q4	$574K	Sell	14,154 -1,026	-7%	-$41.6K	0.04%	402
2019 Q3	$545K	Buy	+15,180	New	+$545K	0.04%	467
2019 Q1	–	Sell	-7,692	Closed	-$219K	–	2832
2018 Q4	$219K	Sell	7,692 -834	-10%	-$23.7K	0.01%	827
2018 Q3	$298K	Buy	8,526 +3,594	+73%	+$126K	0.01%	886
2018 Q2	$158K	Buy	4,932 +912	+23%	+$29.2K	0.01%	1196
2018 Q1	$113K	Hold	4,020	–	–	0.01%	1314
2017 Q4	$113K	Buy	4,020 +324	+9%	+$9.11K	0.01%	1311
2017 Q3	$96K	Hold	3,696	–	–	﹤0.01%	1576
2017 Q2	$89K	Buy	3,696 +1,536	+71%	+$37K	﹤0.01%	1582
2017 Q1	$50K	Hold	2,160	–	–	﹤0.01%	1910
2016 Q4	$45K	Sell	2,160 -246	-10%	-$5.13K	﹤0.01%	1939
2016 Q3	$50K	Buy	2,406 +6	+0.3%	+$125	﹤0.01%	1806
2016 Q2	$44K	Buy	+2,400	New	+$44K	﹤0.01%	1839
2016 Q1	–	Sell	-2,094	Closed	-$39K	–	2866
2015 Q4	$39K	Buy	+2,094	New	+$39K	﹤0.01%	1751