Sunbelt Securities’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 | $516K | Buy |
5,056
+3,043
| +151% | +$311K | 0.05% | 343 |
|
2025
Q1 | $183K | Sell |
2,013
-3,043
| -60% | -$276K | 0.02% | 582 |
|
2024
Q4 | $521K | Buy |
5,056
+2,974
| +143% | +$306K | 0.05% | 342 |
|
2024
Q3 | $200K | Sell |
2,082
-4,034
| -66% | -$387K | 0.02% | 590 |
|
2024
Q2 | $577K | Sell |
6,116
-67
| -1% | -$6.32K | 0.06% | 300 |
|
2024
Q1 | $533K | Buy |
6,183
+5,001
| +423% | +$431K | 0.06% | 311 |
|
2023
Q4 | $88.4K | Hold |
1,182
| – | – | 0.01% | 701 |
|
2023
Q3 | $75.4K | Sell |
1,182
-5,106
| -81% | -$326K | 0.01% | 713 |
|
2023
Q2 | $412K | Buy |
6,288
+120
| +2% | +$7.86K | 0.06% | 321 |
|
2023
Q1 | $343K | Sell |
6,168
-138
| -2% | -$7.68K | 0.06% | 324 |
|
2022
Q4 | $294K | Sell |
6,306
-2,220
| -26% | -$104K | 0.06% | 355 |
|
2022
Q3 | $393K | Buy |
8,526
+12
| +0.1% | +$553 | 0.08% | 279 |
|
2022
Q2 | $418K | Sell |
8,514
-816
| -9% | -$40.1K | 0.09% | 271 |
|
2022
Q1 | $613K | Buy |
9,330
+18
| +0.2% | +$1.18K | 0.11% | 212 |
|
2021
Q4 | $609K | Sell |
9,312
-756
| -8% | -$49.4K | 0.1% | 229 |
|
2021
Q3 | $680K | Hold |
10,068
| – | – | 0.12% | 203 |
|
2021
Q2 | $680K | Sell |
10,068
-1,398
| -12% | -$94.4K | 0.12% | 203 |
|
2021
Q1 | $690K | Buy |
11,466
+4,686
| +69% | +$282K | 0.14% | 189 |
|
2020
Q4 | $395K | Sell |
6,780
-13,308
| -66% | -$775K | 0.08% | 268 |
|
2020
Q3 | $1.04M | Buy |
20,088
+2,736
| +16% | +$141K | 0.29% | 93 |
|
2020
Q2 | $807K | Buy |
17,352
+10,416
| +150% | +$484K | 0.28% | 100 |
|
2020
Q1 | $245K | Sell |
6,936
-384
| -5% | -$13.6K | 0.01% | 323 |
|
2019
Q4 | $295K | Buy |
+7,320
| New | +$295K | 0.03% | 446 |
|