SFS
Strategic Financial Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-681
| Closed | -$265K | – | 135 |
|
|
2022
Q1 | $265K | Sell |
681
-1,012
| -60% | -$394K | 0.02% | 120 |
|
|
2021
Q4 | $743K | Sell |
1,693
-3,230
| -66% | -$1.42M | 0.06% | 84 |
|
|
2021
Q3 | $1.99M | Sell |
4,923
-1,841
| -27% | -$743K | 0.16% | 60 |
|
|
2021
Q2 | $2.73M | Sell |
6,764
-19,796
| -75% | -$8M | 0.22% | 50 |
|
|
2021
Q1 | $9.58M | Sell |
26,560
-13,315
| -33% | -$4.8M | 0.81% | 18 |
|
|
2020
Q4 | $13.9M | Sell |
39,875
-29,956
| -43% | -$10.5M | 1.25% | 15 |
|
|
2020
Q3 | $21.6M | Sell |
69,831
-2,069
| -3% | -$639K | 2.22% | 9 |
|
|
2020
Q2 | $20.1M | Buy |
71,900
+17,784
| +33% | +$4.96M | 2.23% | 9 |
|
|
2020
Q1 | $11.5M | Buy |
+54,116
| New | +$11.5M | 1.53% | 15 |
|