J.W. Cole 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 | $801K | Buy |
+7,133
| New | +$801K | 0.02% | 748 |
|
2025
Q1 | – | Sell |
-6,012
| Closed | -$614K | – | 1310 |
|
2024
Q4 | $614K | Hold |
6,012
| – | – | 0.02% | 547 |
|
2024
Q3 | $577K | Hold |
6,012
| – | – | 0.02% | 551 |
|
2024
Q2 | $567K | Hold |
6,012
| – | – | 0.03% | 498 |
|
2024
Q1 | $521K | Hold |
6,012
| – | – | 0.03% | 525 |
|
2023
Q4 | $449K | Buy |
+6,012
| New | +$449K | 0.03% | 520 |
|