Patriot Financial Group Insurance Agency’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Buy |
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