Meridian 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 | $7.21M | Hold |
64,220
| – | – | 0.31% | 71 |
|
|
2025
Q1 | $5.82M | Buy |
64,220
+1,282
| +2% | +$116K | 0.28% | 83 |
|
|
2024
Q4 | $6.43M | Sell |
62,938
-504
| -0.8% | -$51.5K | 0.3% | 72 |
|
|
2024
Q3 | $6.09M | Buy |
+63,442
| New | +$6.09M | 0.3% | 72 |
|
|
2024
Q2 | – | Sell |
-69,612
| Closed | -$6M | – | 398 |
|
|
2024
Q1 | $6M | Hold |
69,612
| – | – | 1% | 21 |
|
|
2023
Q4 | $5.2M | Sell |
69,612
-62,604
| -47% | -$4.68M | 0.33% | 68 |
|
|
2023
Q3 | $8.42M | Buy |
132,216
+58,608
| +80% | +$3.73M | 0.52% | 38 |
|
|
2023
Q2 | $4.82M | Sell |
73,608
-28,356
| -28% | -$1.86M | 0.41% | 46 |
|
|
2023
Q1 | $5.77M | Hold |
101,964
| – | – | 0.5% | 33 |
|
|
2022
Q4 | $4.76M | Hold |
101,964
| – | – | 0.47% | 44 |
|
|
2022
Q3 | $4.7M | Sell |
101,964
-1,716
| -2% | -$79K | 0.51% | 37 |
|
|
2022
Q2 | $5.09M | Hold |
103,680
| – | – | 0.42% | 54 |
|
|
2022
Q1 | $6.72M | Sell |
103,680
-1,074
| -1% | -$69.6K | 0.73% | 25 |
|
|
2021
Q4 | $7.67M | Hold |
104,754
| – | – | 0.82% | 23 |
|
|
2021
Q3 | $7.05M | Hold |
104,754
| – | – | 0.87% | 22 |
|
|
2021
Q2 | $7.05M | Buy |
104,754
+540
| +0.5% | +$36.4K | 0.9% | 18 |
|
|
2021
Q1 | $6.27M | Buy |
104,214
+1,716
| +2% | +$103K | 0.91% | 19 |
|
|
2020
Q4 | $5.98M | Buy |
+102,498
| New | +$5.98M | 0.95% | 20 |
|