Shelton Wealth Management’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 | $2.46M | Sell |
21,889
-231
| -1% | -$26K | 1.18% | 19 |
|
|
2025
Q1 | $2.01M | Sell |
22,120
-1,721
| -7% | -$156K | 1.09% | 20 |
|
|
2024
Q4 | $2.43M | Sell |
23,841
-1,958
| -8% | -$200K | 1.26% | 16 |
|
|
2024
Q3 | $2.48M | Sell |
25,799
-2,303
| -8% | -$221K | 1.34% | 17 |
|
|
2024
Q2 | $2.65M | Sell |
28,102
-5,114
| -15% | -$482K | 1.5% | 16 |
|
|
2024
Q1 | $2.86M | Sell |
33,216
-10,362
| -24% | -$893K | 1.8% | 12 |
|
|
2023
Q4 | $3.25M | Sell |
43,578
-15,690
| -26% | -$1.17M | 2.31% | 11 |
|
|
2023
Q3 | $3.78M | Sell |
59,268
-3,840
| -6% | -$245K | 3.02% | 13 |
|
|
2023
Q2 | $4.13M | Sell |
63,108
-19,704
| -24% | -$1.29M | 3.2% | 12 |
|
|
2023
Q1 | $4.68M | Buy |
82,812
+558
| +0.7% | +$31.6K | 3.8% | 10 |
|
|
2022
Q4 | $3.84M | Buy |
82,254
+9,738
| +13% | +$454K | 3.03% | 12 |
|
|
2022
Q3 | $3.34M | Sell |
72,516
-24
| -0% | -$1.11K | 2.98% | 10 |
|
|
2022
Q2 | $3.56M | Buy |
72,540
+16,122
| +29% | +$791K | 3.02% | 10 |
|
|
2022
Q1 | $3.65M | Buy |
56,418
+540
| +1% | +$35K | 2.88% | 11 |
|
|
2021
Q4 | $4.09M | Buy |
+55,878
| New | +$4.09M | 3.22% | 9 |
|