TW
Transform Wealth’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.65M | Sell |
51,245
-47,322
| -48% | -$4.29M | 0.28% | 76 |
|
|
2024
Q4 | $10.1M | Buy |
98,567
+6,034
| +7% | +$616K | 0.56% | 49 |
|
|
2024
Q3 | $8.88M | Buy |
92,533
+29,490
| +47% | +$2.83M | 0.59% | 51 |
|
|
2024
Q2 | $5.95M | Buy |
63,043
+365
| +0.6% | +$34.4K | 0.45% | 61 |
|
|
2024
Q1 | $5.4M | Buy |
62,678
+53,015
| +549% | +$4.57M | 0.51% | 65 |
|
|
2023
Q4 | $4.33M | Buy |
9,663
+592
| +7% | +$265K | 0.42% | 77 |
|
|
2023
Q3 | $3.47M | Buy |
9,071
+9
| +0.1% | +$3.44K | 0.37% | 84 |
|
|
2023
Q2 | $3.56M | Buy |
9,062
+91
| +1% | +$35.8K | 0.32% | 93 |
|
|
2023
Q1 | $3.04M | Buy |
8,971
+1,178
| +15% | +$400K | 0.29% | 95 |
|
|
2022
Q4 | $2.18M | Sell |
7,793
-2,226
| -22% | -$623K | 0.24% | 96 |
|
|
2022
Q3 | $2.77M | Buy |
10,019
+685
| +7% | +$189K | 0.36% | 72 |
|
|
2022
Q2 | $2.75M | Buy |
9,334
+336
| +4% | +$98.9K | 0.41% | 68 |
|
|
2022
Q1 | $3.5M | Buy |
8,998
+772
| +9% | +$300K | 0.39% | 76 |
|
|
2021
Q4 | $3.61M | Buy |
8,226
+26
| +0.3% | +$11.4K | 0.38% | 72 |
|
|
2021
Q3 | $3.31M | Buy |
8,200
+70
| +0.9% | +$28.3K | 0.38% | 77 |
|
|
2021
Q2 | $3.28M | Buy |
8,130
+773
| +11% | +$312K | 0.4% | 77 |
|
|
2021
Q1 | $2.66M | Sell |
7,357
-675
| -8% | -$244K | 0.53% | 66 |
|
|
2020
Q4 | $2.81M | Sell |
8,032
-872
| -10% | -$305K | 0.59% | 60 |
|
|
2020
Q3 | $2.75M | Sell |
8,904
-24
| -0.3% | -$7.42K | 0.44% | 70 |
|
|
2020
Q2 | $2.49M | Buy |
8,928
+608
| +7% | +$170K | 0.43% | 66 |
|
|
2020
Q1 | $1.76M | Sell |
8,320
-14
| -0.2% | -$2.97K | 0.38% | 87 |
|
|
2019
Q4 | $2.02M | Buy |
8,334
+54
| +0.7% | +$13.1K | 0.32% | 93 |
|
|
2019
Q3 | $1.8M | Sell |
8,280
-94
| -1% | -$20.4K | 0.32% | 94 |
|
|
2019
Q2 | $1.81M | Sell |
8,374
-52
| -0.6% | -$11.2K | 0.27% | 101 |
|
|
2019
Q1 | $1.74M | Buy |
8,426
+526
| +7% | +$108K | 0.32% | 95 |
|
|
2018
Q4 | $1.36M | Buy |
7,900
+23
| +0.3% | +$3.95K | 0.28% | 102 |
|
|
2018
Q3 | $1.65M | Buy |
7,877
+425
| +6% | +$89K | 0.29% | 97 |
|
|
2018
Q2 | $1.44M | Buy |
7,452
+227
| +3% | +$43.8K | 0.26% | 112 |
|
|
2018
Q1 | $1.3M | Buy |
7,225
+135
| +2% | +$24.2K | 0.25% | 125 |
|
|
2017
Q4 | $1.2M | Buy |
7,090
+2,865
| +68% | +$484K | 0.22% | 138 |
|
|
2017
Q3 | $656K | Buy |
+4,225
| New | +$656K | 0.23% | 129 |
|
|
2017
Q2 | – | Sell |
-4,216
| Closed | -$584K | – | 80 |
|
|
2017
Q1 | $584K | Buy |
4,216
+243
| +6% | +$33.7K | 0.22% | 146 |
|
|
2016
Q4 | $492K | Buy |
3,973
+262
| +7% | +$32.4K | 0.2% | 150 |
|
|
2016
Q3 | $459K | Buy |
3,711
+278
| +8% | +$34.4K | 0.2% | 142 |
|
|
2016
Q2 | $378K | Buy |
+3,433
| New | +$378K | 0.16% | 160 |
|