The Family Firm’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 | $1.74M | Buy |
15,509
+1,684
| +12% | +$189K | 0.42% | 57 |
|
|
2025
Q1 | $1.25M | Buy |
13,825
+1,596
| +13% | +$145K | 0.28% | 71 |
|
|
2024
Q4 | $1.25M | Sell |
12,229
-201
| -2% | -$20.5K | 0.28% | 68 |
|
|
2024
Q3 | $1.19M | Buy |
12,430
+639
| +5% | +$61.3K | 0.26% | 73 |
|
|
2024
Q2 | $1.11M | Sell |
11,791
-883
| -7% | -$83.3K | 0.25% | 72 |
|
|
2024
Q1 | $1.09M | Sell |
12,674
-4
| -0% | -$345 | 0.27% | 69 |
|
|
2023
Q4 | $947K | Sell |
12,678
-558
| -4% | -$41.7K | 0.24% | 73 |
|
|
2023
Q3 | $843K | Sell |
13,236
-4,188
| -24% | -$267K | 0.24% | 73 |
|
|
2023
Q2 | $1.14M | Sell |
17,424
-2,274
| -12% | -$149K | 0.3% | 62 |
|
|
2023
Q1 | $1.11M | Sell |
19,698
-462
| -2% | -$26.1K | 0.31% | 61 |
|
|
2022
Q4 | $941K | Buy |
20,160
+4,986
| +33% | +$233K | 0.28% | 71 |
|
|
2022
Q3 | $699K | Sell |
15,174
-1,992
| -12% | -$91.8K | 0.22% | 82 |
|
|
2022
Q2 | $842K | Buy |
17,166
+588
| +4% | +$28.8K | 0.25% | 73 |
|
|
2022
Q1 | $1.07M | Sell |
16,578
-708
| -4% | -$45.9K | 0.28% | 71 |
|
|
2021
Q4 | $1.27M | Buy |
17,286
+6
| +0% | +$439 | 0.33% | 61 |
|
|
2021
Q3 | $1.23M | Buy |
17,280
+12
| +0.1% | +$852 | 0.32% | 63 |
|
|
2021
Q2 | $1.16M | Buy |
17,268
+12
| +0.1% | +$808 | 0.32% | 62 |
|
|
2021
Q1 | $1.04M | Hold |
17,256
| – | – | 0.3% | 65 |
|
|
2020
Q4 | $991K | Sell |
17,256
-780
| -4% | -$44.8K | 0.3% | 62 |
|
|
2020
Q3 | $929K | Buy |
18,036
+12
| +0.1% | +$618 | 0.33% | 57 |
|
|
2020
Q2 | $839K | Buy |
18,024
+42
| +0.2% | +$1.96K | 0.31% | 57 |
|
|
2020
Q1 | $635K | Buy |
17,982
+672
| +4% | +$23.7K | 0.27% | 61 |
|
|
2019
Q4 | $699K | Sell |
17,310
-870
| -5% | -$35.1K | 0.24% | 67 |
|
|
2019
Q3 | $658K | Hold |
18,180
| – | – | 0.23% | 67 |
|
|
2019
Q2 | $653K | Buy |
18,180
+18
| +0.1% | +$647 | 0.23% | 67 |
|
|
2019
Q1 | $624K | Sell |
18,162
-1,968
| -10% | -$67.6K | 0.23% | 66 |
|
|
2018
Q4 | $576K | Buy |
20,130
+7,194
| +56% | +$206K | 0.23% | 64 |
|
|
2018
Q3 | $451K | Sell |
12,936
-618
| -5% | -$21.5K | 0.16% | 81 |
|
|
2018
Q2 | $436K | Hold |
13,554
| – | – | 0.16% | 80 |
|
|
2018
Q1 | $405K | Sell |
13,554
-4,482
| -25% | -$134K | 0.16% | 85 |
|
|
2017
Q4 | $507K | Sell |
18,036
-138
| -0.8% | -$3.88K | 0.2% | 68 |
|
|
2017
Q3 | $470K | Buy |
18,174
+24
| +0.1% | +$621 | 0.2% | 72 |
|
|
2017
Q2 | $438K | Hold |
18,150
| – | – | 0.19% | 72 |
|
|
2017
Q1 | $419K | Sell |
18,150
-2,274
| -11% | -$52.5K | 0.2% | 67 |
|
|
2016
Q4 | $421K | Sell |
20,424
-6
| -0% | -$124 | 0.2% | 69 |
|
|
2016
Q3 | $421K | Sell |
20,430
-90
| -0.4% | -$1.86K | 0.2% | 68 |
|
|
2016
Q2 | $376K | Buy |
20,520
+1,212
| +6% | +$22.2K | 0.19% | 68 |
|
|
2016
Q1 | $356K | Buy |
19,308
+72
| +0.4% | +$1.33K | 0.18% | 69 |
|
|
2015
Q4 | $355K | Sell |
19,236
-132
| -0.7% | -$2.44K | 0.19% | 72 |
|
|
2015
Q3 | $324K | Sell |
19,368
-552
| -3% | -$9.23K | 0.18% | 73 |
|
|
2015
Q2 | $344K | Sell |
19,920
-2,880
| -13% | -$49.7K | 0.18% | 75 |
|
|
2015
Q1 | $392K | Buy |
22,800
+1,878
| +9% | +$32.3K | 0.2% | 71 |
|
|
2014
Q4 | $355K | Buy |
+20,922
| New | +$355K | 0.18% | 74 |
|