NewEdge 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 | $8.11M | Sell |
72,211
-1,319
| -2% | -$148K | 0.04% | 416 |
|
|
2025
Q1 | $6.67M | Sell |
73,530
-3,486
| -5% | -$316K | 0.04% | 425 |
|
|
2024
Q4 | $7.86M | Sell |
77,016
-330
| -0.4% | -$33.7K | 0.05% | 374 |
|
|
2024
Q3 | $7.42M | Sell |
77,346
-9,998
| -11% | -$959K | 0.05% | 359 |
|
|
2024
Q2 | $8.24M | Buy |
87,344
+41,913
| +92% | +$3.95M | 0.06% | 313 |
|
|
2024
Q1 | $3.92M | Buy |
45,431
+2,267
| +5% | +$195K | 0.03% | 473 |
|
|
2023
Q4 | $3.22M | Sell |
43,164
-16,770
| -28% | -$1.25M | 0.03% | 490 |
|
|
2023
Q3 | $3.82M | Sell |
59,934
-4,158
| -6% | -$265K | 0.04% | 390 |
|
|
2023
Q2 | $4.2M | Sell |
64,092
-282
| -0.4% | -$18.5K | 0.05% | 363 |
|
|
2023
Q1 | $3.64M | Sell |
64,374
-1,074
| -2% | -$60.7K | 0.05% | 367 |
|
|
2022
Q4 | $914K | Sell |
65,448
-1,074
| -2% | -$15K | 0.02% | 536 |
|
|
2022
Q3 | $3.07M | Sell |
66,522
-14,580
| -18% | -$672K | 0.05% | 333 |
|
|
2022
Q2 | $3.98M | Sell |
81,102
-42,948
| -35% | -$2.11M | 0.07% | 280 |
|
|
2022
Q1 | $8.04M | Buy |
124,050
+60,444
| +95% | +$3.92M | 0.13% | 164 |
|
|
2021
Q4 | $4.65M | Buy |
63,606
+12,078
| +23% | +$884K | 0.07% | 263 |
|
|
2021
Q3 | $3.47M | Buy |
51,528
+4,344
| +9% | +$292K | 0.09% | 220 |
|
|
2021
Q2 | $3.18M | Buy |
47,184
+1,044
| +2% | +$70.3K | 0.08% | 230 |
|
|
2021
Q1 | $2.78M | Sell |
46,140
-1,680
| -4% | -$101K | 0.08% | 229 |
|
|
2020
Q4 | $2.79M | Sell |
47,820
-822
| -2% | -$47.9K | 0.09% | 204 |
|
|
2020
Q3 | $2.51M | Buy |
48,642
+1,278
| +3% | +$65.8K | 0.09% | 215 |
|
|
2020
Q2 | $2.2M | Buy |
47,364
+1,176
| +3% | +$54.7K | 0.09% | 212 |
|
|
2020
Q1 | $1.63M | Buy |
46,188
+6,012
| +15% | +$212K | 0.08% | 232 |
|
|
2019
Q4 | $1.62M | Buy |
40,176
+222
| +0.6% | +$8.96K | 0.06% | 277 |
|
|
2019
Q3 | $1.45M | Buy |
39,954
+1,242
| +3% | +$44.9K | 0.06% | 278 |
|
|
2019
Q2 | $1.39M | Buy |
38,712
+1,458
| +4% | +$52.4K | 0.09% | 228 |
|
|
2019
Q1 | $1.28M | Buy |
37,254
+8,940
| +32% | +$307K | 0.08% | 240 |
|
|
2018
Q4 | $810 | Buy |
28,314
+7,032
| +33% | +$201 | 0.05% | 281 |
|
|
2018
Q3 | $743K | Buy |
21,282
+14,952
| +236% | +$522K | 0.06% | 277 |
|
|
2018
Q2 | $206 | Buy |
+6,330
| New | +$206 | 0.02% | 515 |
|