Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
18,562
+67
| +0.4% | +$7.53K | 0.08% | 150 |
|
|
2025
Q1 | $1.68M | Sell |
18,495
-78
| -0.4% | -$7.07K | 0.1% | 102 |
|
|
2024
Q4 | $1.9M | Buy |
18,573
+15,756
| +559% | +$1.61M | 0.11% | 86 |
|
|
2024
Q3 | $270K | Buy |
2,817
+3
| +0.1% | +$288 | 0.02% | 345 |
|
|
2024
Q2 | $265K | Buy |
2,814
+1
| +0% | +$94 | 0.02% | 306 |
|
|
2024
Q1 | $242K | Sell |
2,813
-2,401
| -46% | -$207K | 0.02% | 358 |
|
|
2023
Q4 | $389K | Buy |
+5,214
| New | +$389K | 0.03% | 202 |
|
|
2021
Q4 | – | Sell |
-3,168
| Closed | -$213K | – | 394 |
|
|
2021
Q3 | $213K | Hold |
3,168
| – | – | 0.05% | 117 |
|
|
2021
Q2 | $213K | Buy |
+3,168
| New | +$213K | 0.06% | 105 |
|