Paragon Financial Partners’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 | $411K | Buy |
3,654
+2
| +0.1% | +$225 | 0.28% | 47 |
|
|
2025
Q1 | $331K | Buy |
3,652
+1
| +0% | +$91 | 0.26% | 55 |
|
|
2024
Q4 | $373K | Sell |
3,651
-43
| -1% | -$4.39K | 0.28% | 48 |
|
|
2024
Q3 | $354K | Buy |
3,694
+2
| +0.1% | +$192 | 0.26% | 61 |
|
|
2024
Q2 | $348K | Buy |
3,692
+1
| +0% | +$94 | 0.27% | 57 |
|
|
2024
Q1 | $318K | Sell |
3,691
-695
| -16% | -$59.9K | 0.26% | 63 |
|
|
2023
Q4 | $327K | Buy |
4,386
+12
| +0.3% | +$896 | 0.31% | 58 |
|
|
2023
Q3 | $279K | Hold |
4,374
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $287K | Hold |
4,374
| – | – | 0.27% | 65 |
|
|
2023
Q1 | $247K | Sell |
4,374
-696
| -14% | -$39.4K | 0.26% | 70 |
|
|
2022
Q4 | $237K | Sell |
5,070
-294
| -5% | -$13.7K | 0.26% | 70 |
|
|
2022
Q3 | $247K | Hold |
5,364
| – | – | 0.28% | 65 |
|
|
2022
Q2 | $263K | Sell |
5,364
-4,308
| -45% | -$211K | 0.27% | 67 |
|
|
2022
Q1 | $627K | Hold |
9,672
| – | – | 0.55% | 31 |
|
|
2021
Q4 | $708K | Buy |
+9,672
| New | +$708K | 0.58% | 31 |
|