RMR Wealth Builders’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,588
| Closed | -$979K | – | 268 |
|
|
2024
Q4 | $979K | Sell |
9,588
-26
| -0.3% | -$2.65K | 0.1% | 110 |
|
|
2024
Q3 | $922K | Sell |
9,614
-56
| -0.6% | -$5.37K | 0.1% | 107 |
|
|
2024
Q2 | $912K | Sell |
9,670
-643
| -6% | -$60.6K | 0.1% | 104 |
|
|
2024
Q1 | $889K | Buy |
10,313
+1,157
| +13% | +$99.7K | 0.11% | 106 |
|
|
2023
Q4 | $684K | Sell |
9,156
-654
| -7% | -$48.9K | 0.1% | 113 |
|
|
2023
Q3 | $625K | Buy |
9,810
+12
| +0.1% | +$764 | 0.1% | 116 |
|
|
2023
Q2 | $642K | Buy |
9,798
+3,510
| +56% | +$230K | 0.11% | 94 |
|
|
2023
Q1 | $356K | Buy |
+6,288
| New | +$356K | 0.07% | 143 |
|