PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
6,714
-172
| -2% | -$19.3K | 0.13% | 90 |
|
|
2025
Q1 | $624K | Sell |
6,886
-15
| -0.2% | -$1.36K | 0.11% | 96 |
|
|
2024
Q4 | $705K | Sell |
6,901
-19
| -0.3% | -$1.94K | 0.12% | 90 |
|
|
2024
Q3 | $664K | Buy |
6,920
+194
| +3% | +$18.6K | 0.11% | 93 |
|
|
2024
Q2 | $634K | Buy |
6,726
+528
| +9% | +$49.8K | 0.12% | 93 |
|
|
2024
Q1 | $534K | Buy |
6,198
+5,189
| +514% | +$447K | 0.1% | 104 |
|
|
2023
Q4 | $482K | Sell |
1,009
-50
| -5% | -$23.9K | 0.1% | 110 |
|
|
2023
Q3 | $410K | Buy |
1,059
+25
| +2% | +$9.67K | 0.09% | 115 |
|
|
2023
Q2 | $418K | Hold |
1,034
| – | – | 0.08% | 116 |
|
|
2023
Q1 | $348K | Buy |
+1,034
| New | +$348K | 0.07% | 135 |
|