Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
2,596
+2
| +0.1% | +$225 | 0.01% | 583 |
|
|
2025
Q1 | $235K | Buy |
2,594
+2
| +0.1% | +$181 | 0.01% | 596 |
|
|
2024
Q4 | $265K | Buy |
2,592
+3
| +0.1% | +$306 | 0.01% | 568 |
|
|
2024
Q3 | $248K | Buy |
2,589
+1
| +0% | +$96 | 0.01% | 582 |
|
|
2024
Q2 | $244K | Hold |
2,588
| – | – | 0.01% | 557 |
|
|
2024
Q1 | $214K | Buy |
+2,588
| New | +$214K | 0.01% | 593 |
|
|
2021
Q2 | – | Sell |
-660
| Closed | -$40K | – | 1041 |
|
|
2021
Q1 | $40K | Sell |
660
-600
| -48% | -$36.4K | ﹤0.01% | 912 |
|
|
2020
Q4 | $74K | Hold |
1,260
| – | – | ﹤0.01% | 634 |
|
|
2020
Q3 | $65K | Sell |
1,260
-600
| -32% | -$31K | 0.01% | 557 |
|
|
2020
Q2 | $87K | Hold |
1,860
| – | – | 0.01% | 521 |
|
|
2020
Q1 | $70K | Buy |
+1,860
| New | +$70K | 0.01% | 498 |
|