Kelly Financial Services’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 | $283K | Buy |
2,516
+219
| +10% | +$24.6K | 0.08% | 93 |
|
|
2025
Q1 | $208K | Buy |
+2,297
| New | +$208K | 0.07% | 107 |
|
|
2024
Q3 | – | Sell |
-802
| Closed | -$75.6K | – | 402 |
|
|
2024
Q2 | $75.6K | Hold |
802
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $69.1K | Buy |
802
+4
| +0.5% | +$345 | 0.03% | 183 |
|
|
2023
Q4 | $59.4K | Buy |
798
+12
| +2% | +$894 | 0.02% | 187 |
|
|
2023
Q3 | $50.1K | Sell |
786
-378
| -32% | -$24.1K | 0.02% | 183 |
|
|
2023
Q2 | $76.3K | Sell |
1,164
-246
| -17% | -$16.1K | 0.04% | 149 |
|
|
2023
Q1 | $79.8K | Buy |
1,410
+78
| +6% | +$4.42K | 0.04% | 138 |
|
|
2022
Q4 | $62.2K | Hold |
1,332
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $61.4K | Sell |
1,332
-66
| -5% | -$3.04K | 0.04% | 140 |
|
|
2022
Q2 | $68.6K | Sell |
1,398
-132
| -9% | -$6.48K | 0.04% | 136 |
|
|
2022
Q1 | $99.1K | Sell |
1,530
-160,422
| -99% | -$10.4M | 0.04% | 125 |
|
|
2021
Q4 | $11.8M | Sell |
161,952
-3,576
| -2% | -$262K | 5.43% | 6 |
|
|
2021
Q3 | $11.1M | Sell |
165,528
-70,048,260
| -100% | -$4.71B | 6.27% | 6 |
|
|
2021
Q2 | $29M | Buy |
70,213,788
+70,042,140
| +40,806% | +$28.9M | 1.12% | 10 |
|
|
2021
Q1 | $10.3M | Sell |
171,648
-6,270
| -4% | -$377K | 6.42% | 6 |
|
|
2020
Q4 | $10.4M | Sell |
177,918
-15,258
| -8% | -$890K | 7.07% | 6 |
|
|
2020
Q3 | $9.95M | Buy |
193,176
+128,502
| +199% | +$6.62M | 7.15% | 7 |
|
|
2020
Q2 | $3.01M | Buy |
+64,674
| New | +$3.01M | 2.33% | 9 |
|