TSWM
Tyler-Stone Wealth Management’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 | $1.41M | Sell |
12,572
-184
| -1% | -$20.7K | 0.23% | 91 |
|
|
2025
Q1 | $1.16M | Sell |
12,756
-4,763
| -27% | -$432K | 0.21% | 93 |
|
|
2024
Q4 | $1.79M | Buy |
17,519
+1,693
| +11% | +$173K | 0.32% | 60 |
|
|
2024
Q3 | $1.52M | Buy |
15,826
+7,915
| +100% | +$759K | 0.29% | 75 |
|
|
2024
Q2 | $746K | Hold |
7,911
| – | – | 0.31% | 63 |
|
|
2024
Q1 | $682K | Buy |
7,911
+6,619
| +512% | +$570K | 0.3% | 69 |
|
|
2023
Q4 | $579K | Buy |
1,292
+2
| +0.2% | +$896 | 0.29% | 72 |
|
|
2023
Q3 | $493K | Buy |
1,290
+65
| +5% | +$24.8K | 0.28% | 73 |
|
|
2023
Q2 | $481K | Buy |
+1,225
| New | +$481K | 0.27% | 75 |
|
|
2022
Q4 | $330K | Buy |
1,177
+2
| +0.2% | +$561 | 0.22% | 99 |
|
|
2022
Q3 | $325K | Buy |
1,175
+25
| +2% | +$6.92K | 0.25% | 88 |
|
|
2022
Q2 | $339K | Buy |
1,150
+8
| +0.7% | +$2.36K | 0.23% | 96 |
|
|
2022
Q1 | $444K | Buy |
1,142
+319
| +39% | +$124K | 0.24% | 83 |
|
|
2021
Q4 | $361K | Buy |
+823
| New | +$361K | 0.19% | 106 |
|