Peoples Bank (Ohio)’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
Q1 | – | Sell |
-3,917
| Closed | -$400K | – | 100 |
|
2024
Q4 | $400K | Sell |
3,917
-11
| -0.3% | -$1.12K | 0.24% | 64 |
|
2024
Q3 | $377K | Sell |
3,928
-12
| -0.3% | -$1.15K | 0.19% | 78 |
|
2024
Q2 | $372K | Sell |
3,940
-2
| -0.1% | -$189 | 0.19% | 79 |
|
2024
Q1 | $340K | Buy |
3,942
+318
| +9% | +$27.4K | 0.19% | 79 |
|
2023
Q4 | $271K | Hold |
3,624
| – | – | 0.16% | 87 |
|
2023
Q3 | $231K | Hold |
3,624
| – | – | 0.15% | 94 |
|
2023
Q2 | $237K | Hold |
3,624
| – | – | 0.15% | 102 |
|
2023
Q1 | $205K | Buy |
+3,624
| New | +$205K | 0.13% | 117 |
|
2022
Q2 | – | Sell |
-5,082
| Closed | -$329K | – | 140 |
|
2022
Q1 | $329K | Sell |
5,082
-480
| -9% | -$31.1K | 0.17% | 94 |
|
2021
Q4 | $407K | Hold |
5,562
| – | – | 0.2% | 82 |
|
2021
Q3 | $374K | Hold |
5,562
| – | – | 0.2% | 81 |
|
2021
Q2 | $374K | Sell |
5,562
-186
| -3% | -$12.5K | 0.2% | 84 |
|
2021
Q1 | $346K | Sell |
5,748
-132
| -2% | -$7.95K | 0.19% | 82 |
|
2020
Q4 | $343K | Hold |
5,880
| – | – | 0.2% | 73 |
|
2020
Q3 | $303K | Sell |
5,880
-36
| -0.6% | -$1.86K | 0.21% | 77 |
|
2020
Q2 | $275K | Sell |
5,916
-42
| -0.7% | -$1.95K | 0.19% | 77 |
|
2020
Q1 | $210K | Buy |
5,958
+18
| +0.3% | +$634 | 0.17% | 77 |
|
2019
Q4 | $240K | Hold |
5,940
| – | – | 0.15% | 90 |
|
2019
Q3 | $215K | Hold |
5,940
| – | – | 0.14% | 96 |
|
2019
Q2 | $213K | Sell |
5,940
-24
| -0.4% | -$861 | 0.13% | 95 |
|
2019
Q1 | $205K | Buy |
+5,964
| New | +$205K | 0.13% | 98 |
|
2018
Q4 | – | Sell |
-6,354
| Closed | -$221K | – | 105 |
|
2018
Q3 | $221K | Sell |
6,354
-528
| -8% | -$18.4K | 0.13% | 98 |
|
2018
Q2 | $221K | Sell |
6,882
-738
| -10% | -$23.7K | 0.13% | 95 |
|
2018
Q1 | $228K | Sell |
7,620
-2,310
| -23% | -$69.1K | 0.13% | 91 |
|
2017
Q4 | $280K | Hold |
9,930
| – | – | 0.16% | 83 |
|
2017
Q3 | $257K | Sell |
9,930
-444
| -4% | -$11.5K | 0.14% | 86 |
|
2017
Q2 | $250K | Sell |
10,374
-162
| -2% | -$3.9K | 0.14% | 87 |
|
2017
Q1 | $243K | Sell |
10,536
-918
| -8% | -$21.2K | 0.14% | 90 |
|
2016
Q4 | $237K | Sell |
11,454
-2,100
| -15% | -$43.5K | 0.14% | 86 |
|
2016
Q3 | $280K | Hold |
13,554
| – | – | 0.17% | 76 |
|
2016
Q2 | $248K | Sell |
13,554
-8,460
| -38% | -$155K | 0.16% | 86 |
|
2016
Q1 | $406K | Sell |
22,014
-51,864
| -70% | -$957K | 0.26% | 54 |
|
2015
Q4 | $1.36M | Buy |
+73,878
| New | +$1.36M | 0.81% | 22 |
|