Kennedy Investment Group’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 | $638K | Buy |
5,678
+199
| +4% | +$22.4K | 0.27% | 81 |
|
|
2025
Q1 | $497K | Buy |
5,479
+939
| +21% | +$85.1K | 0.23% | 88 |
|
|
2024
Q4 | $463K | Hold |
4,540
| – | – | 0.21% | 90 |
|
|
2024
Q3 | $436K | Buy |
4,540
+580
| +15% | +$55.6K | 0.2% | 93 |
|
|
2024
Q2 | $373K | Hold |
3,960
| – | – | 0.19% | 92 |
|
|
2024
Q1 | $341K | Hold |
3,960
| – | – | 0.18% | 95 |
|
|
2023
Q4 | $296K | Hold |
3,960
| – | – | 0.17% | 98 |
|
|
2023
Q3 | $252K | Buy |
3,960
+90
| +2% | +$5.73K | 0.15% | 101 |
|
|
2023
Q2 | $253K | Hold |
3,870
| – | – | 0.15% | 101 |
|
|
2023
Q1 | $219K | Sell |
3,870
-786
| -17% | -$44.5K | 0.13% | 109 |
|
|
2022
Q4 | $217K | Buy |
+4,656
| New | +$217K | 0.14% | 108 |
|