Milestone Investment Advisors’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 | $4.03M | Buy |
35,913
+2,863
| +9% | +$322K | 1.05% | 30 |
|
|
2025
Q1 | $3M | Sell |
33,050
-3,352
| -9% | -$304K | 0.83% | 38 |
|
|
2024
Q4 | $3.72M | Buy |
36,402
+2,974
| +9% | +$304K | 1.01% | 29 |
|
|
2024
Q3 | $3.21M | Sell |
33,428
-2,290
| -6% | -$220K | 0.9% | 34 |
|
|
2024
Q2 | $3.37M | Sell |
35,718
-962
| -3% | -$90.7K | 0.9% | 31 |
|
|
2024
Q1 | $3.16M | Sell |
36,680
-364
| -1% | -$31.4K | 0.85% | 30 |
|
|
2023
Q4 | $2.77M | Sell |
37,044
-138
| -0.4% | -$10.3K | 0.8% | 31 |
|
|
2023
Q3 | $2.37M | Buy |
37,182
+486
| +1% | +$31K | 0.67% | 34 |
|
|
2023
Q2 | $2.4M | Buy |
36,696
+8,310
| +29% | +$544K | 0.74% | 31 |
|
|
2023
Q1 | $1.61M | Buy |
28,386
+606
| +2% | +$34.3K | 0.5% | 35 |
|
|
2022
Q4 | $1.3M | Buy |
+27,780
| New | +$1.3M | 0.45% | 35 |
|