Sowell Financial Services’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 | $3.11M | Sell |
27,645
-275
| -1% | -$30.9K | 0.13% | 166 |
|
|
2025
Q1 | $2.53M | Buy |
27,920
+35
| +0.1% | +$3.17K | 0.12% | 183 |
|
|
2024
Q4 | $2.85M | Buy |
27,885
+398
| +1% | +$40.6K | 0.15% | 152 |
|
|
2024
Q3 | $2.64M | Buy |
27,487
+2
| +0% | +$192 | 0.12% | 192 |
|
|
2024
Q2 | $2.59M | Sell |
27,485
-29
| -0.1% | -$2.74K | 0.12% | 174 |
|
|
2024
Q1 | $2.37M | Buy |
+27,514
| New | +$2.37M | 0.11% | 192 |
|
|
2023
Q2 | – | Sell |
-26,460
| Closed | -$1.5M | – | 672 |
|
|
2023
Q1 | $1.5M | Buy |
+26,460
| New | +$1.5M | 0.12% | 213 |
|
|
2021
Q2 | – | Sell |
-90
| Closed | -$6K | – | 1548 |
|
|
2021
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 1987 |
|
|
2020
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1965 |
|
|
2020
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1973 |
|
|
2019
Q3 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 1936 |
|