TFM
TFC Financial Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Hold |
3,000
| – | – | 0.05% | 93 |
|
2025
Q1 | $272K | Hold |
3,000
| – | – | 0.04% | 100 |
|
2024
Q4 | $306K | Sell |
3,000
-210
| -7% | -$21.4K | 0.05% | 99 |
|
2024
Q3 | $308K | Hold |
3,210
| – | – | 0.05% | 103 |
|
2024
Q2 | $303K | Hold |
3,210
| – | – | 0.05% | 88 |
|
2024
Q1 | $277K | Buy |
3,210
+2,675
| +500% | +$231K | 0.05% | 90 |
|
2023
Q4 | $240K | Hold |
535
| – | – | 0.05% | 99 |
|
2023
Q3 | $204K | Hold |
535
| – | – | 0.05% | 107 |
|
2023
Q2 | $210K | Hold |
535
| – | – | 0.05% | 102 |
|
2023
Q1 | $182K | Hold |
535
| – | – | 0.05% | 113 |
|
2022
Q4 | $150K | Sell |
535
-60
| -10% | -$16.8K | 0.04% | 117 |
|
2022
Q3 | $164K | Hold |
595
| – | – | 0.05% | 100 |
|
2022
Q2 | $175K | Buy |
595
+370
| +164% | +$109K | 0.05% | 102 |
|
2022
Q1 | $87K | Sell |
225
-370
| -62% | -$143K | 0.02% | 169 |
|
2021
Q4 | $261K | Sell |
595
-130
| -18% | -$57K | 0.08% | 84 |
|
2021
Q3 | $293K | Hold |
725
| – | – | 0.1% | 78 |
|
2021
Q2 | $293K | Sell |
725
-305
| -30% | -$123K | 0.1% | 74 |
|
2021
Q1 | $372K | Sell |
1,030
-150
| -13% | -$54.2K | 0.15% | 64 |
|
2020
Q4 | $413K | Sell |
1,180
-87
| -7% | -$30.5K | 0.17% | 56 |
|
2020
Q3 | $392K | Buy |
+1,267
| New | +$392K | 0.19% | 49 |
|