Nikulski Financial’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 | $1.46M | Sell |
12,968
-4,222
| -25% | -$474K | 0.4% | 61 |
|
2025
Q1 | $1.56M | Sell |
17,190
-108
| -0.6% | -$9.79K | 0.47% | 59 |
|
2024
Q4 | $1.77M | Buy |
17,298
+1,981
| +13% | +$202K | 0.52% | 56 |
|
2024
Q3 | $1.47M | Sell |
15,317
-2,029
| -12% | -$195K | 0.44% | 59 |
|
2024
Q2 | $1.64M | Hold |
17,346
| – | – | 0.52% | 52 |
|
2024
Q1 | $1.49M | Buy |
17,346
+2,526
| +17% | +$218K | 0.5% | 53 |
|
2023
Q4 | $1.11M | Sell |
14,820
-444
| -3% | -$33.2K | 0.41% | 59 |
|
2023
Q3 | $972K | Buy |
15,264
+2,022
| +15% | +$129K | 0.4% | 64 |
|
2023
Q2 | $867K | Buy |
13,242
+12
| +0.1% | +$786 | 0.36% | 67 |
|
2023
Q1 | $748K | Hold |
13,230
| – | – | 0.33% | 70 |
|
2022
Q4 | $617K | Buy |
13,230
+1,350
| +11% | +$63K | 0.29% | 78 |
|
2022
Q3 | $547K | Sell |
11,880
-36
| -0.3% | -$1.66K | 0.28% | 77 |
|
2022
Q2 | $585K | Sell |
11,916
-3,228
| -21% | -$158K | 0.29% | 76 |
|
2022
Q1 | $981K | Sell |
15,144
-282
| -2% | -$18.3K | 0.41% | 62 |
|
2021
Q4 | $1.13M | Sell |
15,426
-1,740
| -10% | -$127K | 0.47% | 56 |
|
2021
Q3 | $1.16M | Buy |
17,166
+2,202
| +15% | +$148K | 0.53% | 56 |
|
2021
Q2 | $1.03M | Sell |
14,964
-594
| -4% | -$40.7K | 0.48% | 55 |
|
2021
Q1 | $936K | Sell |
15,558
-3,396
| -18% | -$204K | 0.48% | 54 |
|
2020
Q4 | $1.11M | Buy |
18,954
+2,286
| +14% | +$133K | 0.61% | 47 |
|
2020
Q3 | $859K | Buy |
16,668
+2,064
| +14% | +$106K | 0.54% | 48 |
|
2020
Q2 | $679K | Buy |
14,604
+2,220
| +18% | +$103K | 0.48% | 51 |
|
2020
Q1 | $437K | Buy |
+12,384
| New | +$437K | 0.38% | 54 |
|