LFS
Legacy Financial Strategies’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Buy |
273,334
+14,018
| +5% | +$1.57M | 6.03% | 6 |
|
|
2025
Q1 | $23.5M | Buy |
259,316
+6,204
| +2% | +$563K | 5.13% | 6 |
|
|
2024
Q4 | $25.9M | Buy |
253,112
+7,490
| +3% | +$766K | 5.57% | 6 |
|
|
2024
Q3 | $23.6M | Sell |
245,622
-16,683
| -6% | -$1.6M | 5.2% | 6 |
|
|
2024
Q2 | $25.3M | Buy |
262,305
+14,409
| +6% | +$1.39M | 6.08% | 6 |
|
|
2024
Q1 | $21.4M | Buy |
247,896
+205,059
| +479% | +$17.7M | 5.51% | 6 |
|
|
2023
Q4 | $19.2M | Buy |
42,837
+987
| +2% | +$442K | 5.47% | 6 |
|
|
2023
Q3 | $16.8M | Buy |
41,850
+863
| +2% | +$346K | 5.39% | 6 |
|
|
2023
Q2 | $16.1M | Buy |
40,987
+1,646
| +4% | +$647K | 5.38% | 6 |
|
|
2023
Q1 | $13.3M | Buy |
39,341
+2,839
| +8% | +$963K | 4.95% | 6 |
|
|
2022
Q4 | $10.2M | Buy |
36,502
+1,125
| +3% | +$315K | 4.23% | 6 |
|
|
2022
Q3 | $9.78M | Buy |
35,377
+3,636
| +11% | +$1.01M | 4.55% | 6 |
|
|
2022
Q2 | $9.34M | Buy |
31,741
+1,860
| +6% | +$548K | 4.61% | 6 |
|
|
2022
Q1 | $11.6M | Buy |
29,881
+3,607
| +14% | +$1.4M | 4.95% | 5 |
|
|
2021
Q4 | $11.5M | Buy |
26,274
+189
| +0.7% | +$83K | 4.99% | 5 |
|
|
2021
Q3 | $10.5M | Buy |
26,085
+835
| +3% | +$337K | 4.95% | 6 |
|
|
2021
Q2 | $10.2M | Buy |
25,250
+1,207
| +5% | +$488K | 4.89% | 6 |
|
|
2021
Q1 | $8.68M | Buy |
24,043
+561
| +2% | +$202K | 4.59% | 7 |
|
|
2020
Q4 | $8.22M | Buy |
23,482
+2
| +0% | +$700 | 4.19% | 8 |
|
|
2020
Q3 | $7.26M | Buy |
23,480
+19,637
| +511% | +$6.07M | 4.18% | 7 |
|
|
2020
Q2 | $1.07M | Buy |
3,843
+71
| +2% | +$19.8K | 0.83% | 14 |
|
|
2020
Q1 | $799K | Buy |
3,772
+68
| +2% | +$14.4K | 0.76% | 17 |
|
|
2019
Q4 | $897K | Buy |
3,704
+268
| +8% | +$64.9K | 0.72% | 27 |
|
|
2019
Q3 | $773K | Buy |
3,436
+182
| +6% | +$40.9K | 0.69% | 28 |
|
|
2019
Q2 | $727K | Buy |
3,254
+106
| +3% | +$23.7K | 0.68% | 25 |
|
|
2019
Q1 | $649K | Buy |
3,148
+314
| +11% | +$64.7K | 0.55% | 29 |
|
|
2018
Q4 | $487K | Buy |
2,834
+137
| +5% | +$23.5K | 0.48% | 32 |
|
|
2018
Q3 | $496K | Buy |
+2,697
| New | +$496K | 0.5% | 33 |
|