The Family Firm’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $991K | Sell |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $839K | Buy |
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|
2020
Q1 | $635K | Buy |
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|
2019
Q4 | $699K | Sell |
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|
2019
Q3 | $658K | Hold |
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|
2019
Q2 | $653K | Buy |
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|
2019
Q1 | $624K | Sell |
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|
2018
Q4 | $576K | Buy |
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|
2018
Q3 | $451K | Sell |
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|
2018
Q2 | $436K | Hold |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $507K | Sell |
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|
2017
Q3 | $470K | Buy |
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|
2017
Q2 | $438K | Hold |
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|
2017
Q1 | $419K | Sell |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $376K | Buy |
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|
2016
Q1 | $356K | Buy |
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|
2015
Q4 | $355K | Sell |
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|
2015
Q3 | $324K | Sell |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $392K | Buy |
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|
2014
Q4 | $355K | Buy |
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