Keebeck 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 | $1.6M | Sell |
14,239
-954
| -6% | -$107K | 0.21% | 115 |
|
|
2025
Q1 | $1.38M | Buy |
15,193
+1,744
| +13% | +$158K | 0.2% | 111 |
|
|
2024
Q4 | $1.37M | Buy |
13,449
+105
| +0.8% | +$10.7K | 0.2% | 110 |
|
|
2024
Q3 | $1.28M | Buy |
13,344
+5,817
| +77% | +$558K | 0.19% | 116 |
|
|
2024
Q2 | $710K | Buy |
7,527
+33
| +0.4% | +$3.11K | 0.1% | 147 |
|
|
2024
Q1 | $646K | Sell |
7,494
-252
| -3% | -$21.7K | 0.1% | 162 |
|
|
2023
Q4 | $579K | Sell |
7,746
-222
| -3% | -$16.6K | 0.1% | 167 |
|
|
2023
Q3 | $508K | Sell |
7,968
-11,454
| -59% | -$730K | 0.09% | 172 |
|
|
2023
Q2 | $1.27M | Buy |
19,422
+11,154
| +135% | +$730K | 0.17% | 111 |
|
|
2023
Q1 | $468K | Buy |
+8,268
| New | +$468K | 0.08% | 168 |
|