TIA
Traphagen Investment Advisors’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 | $3.78M | Buy |
33,650
+883
| +3% | +$99.2K | 0.36% | 31 |
|
|
2025
Q1 | $2.97M | Sell |
32,767
-11
| -0% | -$997 | 0.31% | 34 |
|
|
2024
Q4 | $3.35M | Sell |
32,778
-531
| -2% | -$54.2K | 0.34% | 32 |
|
|
2024
Q3 | $3.2M | Sell |
33,309
-345
| -1% | -$33.1K | 0.32% | 33 |
|
|
2024
Q2 | $3.17M | Sell |
33,654
-132
| -0.4% | -$12.4K | 0.34% | 33 |
|
|
2024
Q1 | $2.91M | Buy |
33,786
+27,863
| +470% | +$2.4M | 0.31% | 34 |
|
|
2023
Q4 | $2.65M | Sell |
5,923
-1,184
| -17% | -$531K | 0.31% | 34 |
|
|
2023
Q3 | $2.72M | Sell |
7,107
-726
| -9% | -$277K | 0.34% | 30 |
|
|
2023
Q2 | $3.08M | Sell |
7,833
-506
| -6% | -$199K | 0.4% | 33 |
|
|
2023
Q1 | $2.83M | Sell |
8,339
-1,363
| -14% | -$463K | 0.42% | 32 |
|
|
2022
Q4 | $2.72M | Sell |
9,702
-49,331
| -84% | -$13.8M | 0.43% | 32 |
|
|
2022
Q3 | $16.3M | Buy |
59,033
+2,711
| +5% | +$749K | 2.99% | 10 |
|
|
2022
Q2 | $16.6M | Buy |
56,322
+4,649
| +9% | +$1.37M | 3.02% | 8 |
|
|
2022
Q1 | $20.1M | Buy |
51,673
+2,834
| +6% | +$1.1M | 3.25% | 8 |
|
|
2021
Q4 | $21.4M | Buy |
48,839
+872
| +2% | +$383K | 3.52% | 8 |
|
|
2021
Q3 | $19.4M | Buy |
47,967
+2,178
| +5% | +$879K | 3.47% | 7 |
|
|
2021
Q2 | $18.5M | Sell |
45,789
-1,865
| -4% | -$753K | 3.15% | 10 |
|
|
2021
Q1 | $17.2M | Sell |
47,654
-12,533
| -21% | -$4.52M | 3.15% | 9 |
|
|
2020
Q4 | $21.1M | Sell |
60,187
-1,499
| -2% | -$524K | 3.79% | 9 |
|
|
2020
Q3 | $19.1M | Buy |
61,686
+7,567
| +14% | +$2.34M | 3.86% | 9 |
|
|
2020
Q2 | $15.1M | Buy |
54,119
+3,265
| +6% | +$911K | 3.42% | 8 |
|
|
2020
Q1 | $10.8M | Buy |
+50,854
| New | +$10.8M | 2.89% | 9 |
|