Tufton Capital Management’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 | $640K | Hold |
5,700
| – | – | 0.12% | 88 |
|
2025
Q1 | $517K | Hold |
5,700
| – | – | 0.1% | 91 |
|
2024
Q4 | $582K | Hold |
5,700
| – | – | 0.11% | 88 |
|
2024
Q3 | $547K | Hold |
5,700
| – | – | 0.1% | 90 |
|
2024
Q2 | $538K | Hold |
5,700
| – | – | 0.1% | 87 |
|
2024
Q1 | $491K | Hold |
5,700
| – | – | 0.1% | 89 |
|
2023
Q4 | $426K | Hold |
5,700
| – | – | 0.09% | 95 |
|
2023
Q3 | $363K | Sell |
5,700
-300
| -5% | -$19.1K | 0.08% | 96 |
|
2023
Q2 | $393K | Sell |
6,000
-900
| -13% | -$58.9K | 0.08% | 94 |
|
2023
Q1 | $390K | Hold |
6,900
| – | – | 0.08% | 93 |
|
2022
Q4 | $322K | Hold |
6,900
| – | – | 0.07% | 98 |
|
2022
Q3 | $317K | Hold |
6,900
| – | – | 0.08% | 95 |
|
2022
Q2 | $338K | Hold |
6,900
| – | – | 0.06% | 98 |
|
2022
Q1 | $446K | Hold |
6,900
| – | – | 0.07% | 92 |
|
2021
Q4 | $504K | Hold |
6,900
| – | – | 0.08% | 92 |
|
2021
Q3 | $464K | Hold |
6,900
| – | – | 0.08% | 94 |
|
2021
Q2 | $464K | Hold |
6,900
| – | – | 0.08% | 94 |
|
2021
Q1 | $414K | Sell |
6,900
-3,600
| -34% | -$216K | 0.07% | 99 |
|
2020
Q4 | $612K | Sell |
10,500
-1,500
| -13% | -$87.4K | 0.11% | 87 |
|
2020
Q3 | $618K | Hold |
12,000
| – | – | 0.13% | 81 |
|
2020
Q2 | $558K | Hold |
12,000
| – | – | 0.12% | 83 |
|
2020
Q1 | $423K | Hold |
12,000
| – | – | 0.11% | 81 |
|
2019
Q4 | $484K | Hold |
12,000
| – | – | 0.1% | 86 |
|
2019
Q3 | $434K | Hold |
12,000
| – | – | 0.09% | 91 |
|
2019
Q2 | $431K | Hold |
12,000
| – | – | 0.09% | 91 |
|
2019
Q1 | $412K | Hold |
12,000
| – | – | 0.09% | 91 |
|
2018
Q4 | $343K | Hold |
12,000
| – | – | 0.08% | 91 |
|
2018
Q3 | $418K | Hold |
12,000
| – | – | 0.09% | 91 |
|
2018
Q2 | $385K | Sell |
12,000
-4,200
| -26% | -$135K | 0.08% | 94 |
|
2018
Q1 | $484K | Hold |
16,200
| – | – | 0.1% | 88 |
|
2017
Q4 | $456K | Hold |
16,200
| – | – | 0.09% | 97 |
|
2017
Q3 | $419K | Hold |
16,200
| – | – | 0.08% | 94 |
|
2017
Q2 | $391K | Hold |
16,200
| – | – | 0.08% | 92 |
|
2017
Q1 | $374K | Buy |
+16,200
| New | +$374K | 0.07% | 92 |
|