Patriot Investment Management Group’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 | $225K | Buy |
+1,999
| New | +$225K | 0.02% | 228 |
|
2025
Q1 | – | Sell |
-1,999
| Closed | -$204K | – | 232 |
|
2024
Q4 | $204K | Buy |
+1,999
| New | +$204K | 0.02% | 229 |
|
2024
Q1 | – | Sell |
-3,756
| Closed | -$280K | – | 244 |
|
2023
Q4 | $280K | Hold |
3,756
| – | – | 0.02% | 205 |
|
2023
Q3 | $239K | Hold |
3,756
| – | – | 0.02% | 216 |
|
2023
Q2 | $246K | Sell |
3,756
-348
| -8% | -$22.8K | 0.02% | 221 |
|
2023
Q1 | $232K | Sell |
4,104
-120
| -3% | -$6.78K | 0.02% | 224 |
|
2022
Q4 | $222K | Buy |
+4,224
| New | +$222K | 0.02% | 232 |
|
2022
Q3 | – | Sell |
-4,812
| Closed | -$236K | – | 242 |
|
2022
Q2 | $236K | Hold |
4,812
| – | – | 0.02% | 225 |
|
2022
Q1 | $311K | Hold |
4,812
| – | – | 0.03% | 216 |
|
2021
Q4 | $352K | Sell |
4,812
-6
| -0.1% | -$439 | 0.03% | 203 |
|
2021
Q3 | $324K | Hold |
4,818
| – | – | 0.03% | 205 |
|
2021
Q2 | $324K | Hold |
4,818
| – | – | 0.03% | 204 |
|
2021
Q1 | $290K | Hold |
4,818
| – | – | 0.03% | 206 |
|
2020
Q4 | $281K | Hold |
4,818
| – | – | 0.04% | 159 |
|
2020
Q3 | $248K | Hold |
4,818
| – | – | 0.03% | 196 |
|
2020
Q2 | $224K | Buy |
+4,818
| New | +$224K | 0.03% | 202 |
|