OneDigital 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 | $3.21M | Sell |
28,587
-3,182
| -10% | -$357K | 0.04% | 313 |
|
|
2025
Q1 | $2.88M | Buy |
31,769
+12,821
| +68% | +$1.16M | 0.03% | 317 |
|
|
2024
Q4 | $1.93M | Sell |
18,948
-927
| -5% | -$94.6K | 0.02% | 429 |
|
|
2024
Q3 | $1.91M | Buy |
19,875
+4,890
| +33% | +$469K | 0.02% | 450 |
|
|
2024
Q2 | $1.41M | Buy |
14,985
+11,003
| +276% | +$1.04M | 0.02% | 513 |
|
|
2024
Q1 | $343K | Sell |
3,982
-14
| -0.4% | -$1.21K | 0.01% | 868 |
|
|
2023
Q4 | $298K | Buy |
3,996
+108
| +3% | +$8.07K | 0.01% | 908 |
|
|
2023
Q3 | $248K | Buy |
3,888
+702
| +22% | +$44.7K | 0.01% | 870 |
|
|
2023
Q2 | $209K | Buy |
+3,186
| New | +$209K | ﹤0.01% | 952 |
|