Steward Partners Investment Advisory’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 | $6.27M | Buy |
55,770
+36,510
| +190% | +$4.1M | 0.05% | 370 |
|
|
2025
Q1 | $1.75M | Buy |
19,260
+5,867
| +44% | +$532K | 0.02% | 702 |
|
|
2024
Q4 | $1.37M | Buy |
13,393
+6,829
| +104% | +$697K | 0.01% | 762 |
|
|
2024
Q3 | $630K | Sell |
6,564
-335
| -5% | -$32.1K | 0.01% | 1019 |
|
|
2024
Q2 | $651K | Buy |
6,899
+730
| +12% | +$68.8K | 0.01% | 950 |
|
|
2024
Q1 | $532K | Sell |
6,169
-905
| -13% | -$78K | 0.01% | 1035 |
|
|
2023
Q4 | $528K | Sell |
7,074
-4,638
| -40% | -$346K | 0.01% | 973 |
|
|
2023
Q3 | $746K | Sell |
11,712
-306
| -3% | -$19.5K | 0.01% | 776 |
|
|
2023
Q2 | $787K | Sell |
12,018
-600
| -5% | -$39.3K | 0.01% | 776 |
|
|
2023
Q1 | $713K | Sell |
12,618
-108
| -0.8% | -$6.11K | 0.01% | 786 |
|
|
2022
Q4 | $594K | Sell |
12,726
-1,746
| -12% | -$81.5K | 0.01% | 835 |
|
|
2022
Q3 | $667K | Sell |
14,472
-348
| -2% | -$16K | 0.01% | 761 |
|
|
2022
Q2 | $727K | Sell |
14,820
-8,448
| -36% | -$414K | 0.01% | 740 |
|
|
2022
Q1 | $1.51M | Sell |
23,268
-46,572
| -67% | -$3.02M | 0.02% | 568 |
|
|
2021
Q4 | $5.11M | Buy |
69,840
+2,604
| +4% | +$191K | 0.08% | 261 |
|
|
2021
Q3 | $4.52M | Buy |
67,236
+5,160
| +8% | +$347K | 0.08% | 272 |
|
|
2021
Q2 | $4.18M | Buy |
62,076
+6,858
| +12% | +$462K | 0.07% | 280 |
|
|
2021
Q1 | $3.32M | Buy |
55,218
+33,378
| +153% | +$2.01M | 0.06% | 321 |
|
|
2020
Q4 | $1.27M | Buy |
21,840
+13,464
| +161% | +$785K | 0.03% | 487 |
|
|
2020
Q3 | $431K | Buy |
+8,376
| New | +$431K | 0.01% | 711 |
|