Safeguard Investment Advisory 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 | $540K | Buy |
4,804
+2
| +0% | +$225 | 0.13% | 74 |
|
|
2025
Q1 | $435K | Buy |
4,802
+1
| +0% | +$91 | 0.12% | 76 |
|
|
2024
Q4 | $490K | Buy |
4,801
+3
| +0.1% | +$306 | 0.13% | 61 |
|
|
2024
Q3 | $460K | Sell |
4,798
-80
| -2% | -$7.68K | 0.13% | 60 |
|
|
2024
Q2 | $460K | Buy |
4,878
+2
| +0% | +$189 | 0.14% | 58 |
|
|
2024
Q1 | $420K | Sell |
4,876
-8
| -0.2% | -$689 | 0.14% | 57 |
|
|
2023
Q4 | $364K | Hold |
4,884
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $310K | Sell |
4,884
-12
| -0.2% | -$762 | 0.14% | 68 |
|
|
2023
Q2 | $320K | Sell |
4,896
-1,590
| -25% | -$104K | 0.14% | 69 |
|
|
2023
Q1 | $367K | Sell |
6,486
-66
| -1% | -$3.73K | 0.18% | 67 |
|
|
2022
Q4 | $306K | Buy |
6,552
+6
| +0.1% | +$280 | 0.19% | 70 |
|
|
2022
Q3 | $301K | Sell |
6,546
-120
| -2% | -$5.52K | 0.21% | 68 |
|
|
2022
Q2 | $431K | Hold |
6,666
| – | – | 0.27% | 55 |
|
|
2022
Q1 | $431K | Buy |
6,666
+6
| +0.1% | +$388 | 0.29% | 48 |
|
|
2021
Q4 | $487K | Sell |
6,660
-318
| -5% | -$23.3K | 0.28% | 51 |
|
|
2021
Q3 | $469K | Sell |
6,978
-48
| -0.7% | -$3.23K | 0.3% | 50 |
|
|
2021
Q2 | $473K | Sell |
7,026
-696
| -9% | -$46.9K | 0.34% | 50 |
|
|
2021
Q1 | $464K | Sell |
7,722
-132
| -2% | -$7.93K | 0.41% | 44 |
|
|
2020
Q4 | $457K | Buy |
+7,854
| New | +$457K | 0.41% | 45 |
|