Kesler Norman & Wride’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 | $703K | Sell |
6,262
-2,305
| -27% | -$259K | 0.12% | 171 |
|
|
2025
Q1 | $777K | Buy |
8,567
+608
| +8% | +$55.1K | 0.15% | 150 |
|
|
2024
Q4 | $813K | Buy |
7,959
+1,700
| +27% | +$174K | 0.18% | 121 |
|
|
2024
Q3 | $601K | Sell |
6,259
-1,222
| -16% | -$117K | 0.12% | 148 |
|
|
2024
Q2 | $706K | Sell |
7,481
-115
| -2% | -$10.8K | 0.15% | 116 |
|
|
2024
Q1 | $655K | Sell |
7,596
-2,184
| -22% | -$188K | 0.14% | 119 |
|
|
2023
Q4 | $731K | Buy |
9,780
+1,272
| +15% | +$95K | 0.17% | 118 |
|
|
2023
Q3 | $542K | Sell |
8,508
-1,242
| -13% | -$79.1K | 0.14% | 128 |
|
|
2023
Q2 | $638K | Sell |
9,750
-420
| -4% | -$27.5K | 0.15% | 121 |
|
|
2023
Q1 | $575K | Sell |
10,170
-6,498
| -39% | -$367K | 0.14% | 125 |
|
|
2022
Q4 | $778K | Sell |
16,668
-54,054
| -76% | -$2.52M | 0.2% | 108 |
|
|
2022
Q3 | $3.26M | Buy |
70,722
+4,158
| +6% | +$192K | 0.91% | 43 |
|
|
2022
Q2 | $3.27M | Sell |
66,564
-45,162
| -40% | -$2.22M | 0.91% | 43 |
|
|
2022
Q1 | $7.24M | Buy |
111,726
+6,912
| +7% | +$448K | 1.61% | 15 |
|
|
2021
Q4 | $7.67M | Buy |
104,814
+4,206
| +4% | +$308K | 1.62% | 18 |
|
|
2021
Q3 | $6.77M | Buy |
100,608
+9,090
| +10% | +$611K | 1.59% | 18 |
|
|
2021
Q2 | $6.31M | Sell |
91,518
-20,148
| -18% | -$1.39M | 1.45% | 20 |
|
|
2021
Q1 | $6.72M | Buy |
111,666
+1,530
| +1% | +$92K | 1.67% | 19 |
|
|
2020
Q4 | $6.42M | Buy |
+110,136
| New | +$6.42M | 1.79% | 15 |
|