Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,990
| Closed | -$958K | – | 28 |
|
|
2024
Q3 | $958K | Hold |
9,990
| – | – | 0.2% | 38 |
|
|
2024
Q2 | $942K | Hold |
9,990
| – | – | 0.22% | 38 |
|
|
2024
Q1 | $861K | Hold |
9,990
| – | – | 0.2% | 39 |
|
|
2023
Q4 | $746K | Hold |
9,990
| – | – | 0.21% | 41 |
|
|
2023
Q3 | $636K | Hold |
9,990
| – | – | 0.22% | 42 |
|
|
2023
Q2 | $654K | Hold |
9,990
| – | – | 0.21% | 40 |
|
|
2023
Q1 | $565K | Hold |
9,990
| – | – | 0.17% | 51 |
|
|
2022
Q4 | $466K | Hold |
9,990
| – | – | 0.19% | 44 |
|
|
2022
Q3 | $460K | Hold |
9,990
| – | – | 0.19% | 44 |
|
|
2022
Q2 | $490K | Hold |
9,990
| – | – | 0.18% | 44 |
|
|
2022
Q1 | $647K | Hold |
9,990
| – | – | 0.2% | 45 |
|
|
2021
Q4 | $731K | Hold |
9,990
| – | – | 0.17% | 44 |
|
|
2021
Q3 | $672K | Hold |
9,990
| – | – | 0.2% | 45 |
|
|
2021
Q2 | $673K | Hold |
9,990
| – | – | 0.21% | 46 |
|
|
2021
Q1 | $601K | Hold |
9,990
| – | – | 0.2% | 47 |
|
|
2020
Q4 | $582K | Hold |
9,990
| – | – | 0.2% | 49 |
|
|
2020
Q3 | $515K | Hold |
9,990
| – | – | 0.24% | 39 |
|
|
2020
Q2 | $465K | Sell |
9,990
-4,362
| -30% | -$203K | 0.27% | 34 |
|
|
2020
Q1 | $507K | Hold |
14,352
| – | – | 0.42% | 31 |
|
|
2019
Q4 | $579K | Hold |
14,352
| – | – | 0.36% | 26 |
|
|
2019
Q3 | $519K | Hold |
14,352
| – | – | 0.42% | 28 |
|
|
2019
Q2 | $516K | Buy |
+14,352
| New | +$516K | 0.41% | 27 |
|