Transamerica Financial Advisors’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
2022
Q3
Sell
-6
Closed -$1K 665
2022
Q2
$1K Buy
+6
New +$1K ﹤0.01% 510
2020
Q3
Sell
-6
Closed -$1K 325
2020
Q2
$1K Buy
+6
New +$1K ﹤0.01% 408
2019
Q3
Sell
-6
Closed -$1K 295
2019
Q2
$1K Buy
+6
New +$1K ﹤0.01% 461
2019
Q1
Sell
-6
Closed -$1K 262
2018
Q4
$1K Hold
6
﹤0.01% 429
2018
Q3
$1K Hold
6
﹤0.01% 432
2018
Q2
$1K Hold
6
﹤0.01% 400
2018
Q1
$1K Hold
6
﹤0.01% 380
2017
Q4
$1K Buy
+6
New +$1K ﹤0.01% 364
2017
Q3
Sell
-12
Closed -$1K 431
2017
Q2
$1K Hold
12
﹤0.01% 334
2017
Q1
$1K Hold
12
﹤0.01% 331
2016
Q4
$1K Hold
12
﹤0.01% 367
2016
Q3
$1K Sell
12
-60
-83% -$5K ﹤0.01% 372
2016
Q2
$2K Sell
72
-2,604
-97% -$72.3K ﹤0.01% 283
2016
Q1
$50K Sell
2,676
-37,884
-93% -$708K ﹤0.01% 369
2015
Q4
$749K Sell
40,560
-132
-0.3% -$2.44K 0.06% 196
2015
Q3
$681K Sell
40,692
-16,014
-28% -$268K 0.05% 186
2015
Q2
$980K Buy
+56,706
New +$980K 0.07% 178