Retirement Planning Company of New England’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 | $765K | Sell |
6,808
-18
| -0.3% | -$2.02K | 0.34% | 88 |
|
|
2025
Q1 | $619K | Buy |
6,826
+3
| +0% | +$272 | 0.31% | 102 |
|
|
2024
Q4 | $697K | Sell |
6,823
-12
| -0.2% | -$1.23K | 0.34% | 86 |
|
|
2024
Q3 | $656K | Sell |
6,835
-7
| -0.1% | -$672 | 0.33% | 92 |
|
|
2024
Q2 | $645K | Sell |
6,842
-9
| -0.1% | -$849 | 0.35% | 84 |
|
|
2024
Q1 | $590K | Sell |
6,851
-2,023
| -23% | -$174K | 0.32% | 97 |
|
|
2023
Q4 | $663K | Buy |
8,874
+48
| +0.5% | +$3.59K | 0.3% | 101 |
|
|
2023
Q3 | $562K | Buy |
8,826
+1,398
| +19% | +$89K | 0.31% | 98 |
|
|
2023
Q2 | $486K | Sell |
7,428
-192
| -3% | -$12.6K | 0.28% | 109 |
|
|
2023
Q1 | $431K | Sell |
7,620
-36
| -0.5% | -$2.04K | 0.26% | 117 |
|
|
2022
Q4 | $357K | Hold |
7,656
| – | – | 0.23% | 126 |
|
|
2022
Q3 | $352K | Sell |
7,656
-30
| -0.4% | -$1.38K | 0.25% | 120 |
|
|
2022
Q2 | $377K | Sell |
7,686
-522
| -6% | -$25.6K | 0.26% | 121 |
|
|
2022
Q1 | $531K | Sell |
8,208
-108
| -1% | -$6.99K | 0.3% | 105 |
|
|
2021
Q4 | $608K | Buy |
+8,316
| New | +$608K | 0.3% | 94 |
|