Reilly Financial Advisors’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
2021
Q4
$21K Hold
282
﹤0.01% 562
2021
Q3
$19K Hold
282
﹤0.01% 535
2021
Q2
$19K Hold
282
﹤0.01% 553
2021
Q1
$17K Hold
282
﹤0.01% 570
2020
Q4
$16K Hold
282
﹤0.01% 534
2020
Q3
$15K Hold
282
﹤0.01% 491
2020
Q2
$13K Hold
282
﹤0.01% 524
2020
Q1
$10K Hold
282
﹤0.01% 545
2019
Q4
$11K Hold
282
﹤0.01% 607
2019
Q3
$10K Hold
282
﹤0.01% 628
2019
Q2
$10K Hold
282
﹤0.01% 669
2019
Q1
$10K Hold
282
﹤0.01% 683
2018
Q4
$8K Hold
282
﹤0.01% 685
2018
Q3
$10K Hold
282
﹤0.01% 695
2018
Q2
$9K Hold
282
﹤0.01% 690
2018
Q1
$8K Hold
282
﹤0.01% 694
2017
Q4
$8K Hold
282
﹤0.01% 695
2017
Q3
$7K Hold
282
﹤0.01% 695
2017
Q2
$7K Hold
282
﹤0.01% 718
2017
Q1
$7K Sell
282
-240
-46% -$5.96K ﹤0.01% 676
2016
Q4
$11K Hold
522
﹤0.01% 542
2016
Q3
$11K Hold
522
﹤0.01% 514
2016
Q2
$10K Hold
522
﹤0.01% 503
2016
Q1
$10K Sell
522
-4,800
-90% -$92K ﹤0.01% 580
2015
Q4
$98K Buy
5,322
+4,800
+920% +$88.4K 0.02% 215
2015
Q3
$9K Hold
522
﹤0.01% 811
2015
Q2
$9K Hold
522
﹤0.01% 910
2015
Q1
$9K Hold
522
﹤0.01% 882
2014
Q4
$9K Hold
522
﹤0.01% 531
2014
Q3
$9K Sell
522
-360
-41% -$6.21K ﹤0.01% 540
2014
Q2
$14K Hold
882
﹤0.01% 484
2014
Q1
$13K Hold
882
﹤0.01% 510
2013
Q4
$13K Hold
882
﹤0.01% 477
2013
Q3
$12K Hold
882
﹤0.01% 431
2013
Q2
$11K Buy
+882
New +$11K ﹤0.01% 452