VA
Valmark Advisers’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 | $568K | Hold |
5,058
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $459K | Sell |
5,058
-9
| -0.2% | -$816 | 0.01% | 442 |
|
|
2024
Q4 | $517K | Buy |
5,067
+301
| +6% | +$30.7K | 0.01% | 411 |
|
|
2024
Q3 | $457K | Buy |
4,766
+369
| +8% | +$35.4K | 0.01% | 429 |
|
|
2024
Q2 | $415K | Buy |
4,397
+361
| +9% | +$34K | 0.01% | 421 |
|
|
2024
Q1 | $348K | Buy |
4,036
+3,361
| +498% | +$290K | 0.01% | 430 |
|
|
2023
Q4 | $302K | Hold |
675
| – | – | 0.01% | 418 |
|
|
2023
Q3 | $258K | Sell |
675
-4
| -0.6% | -$1.53K | 0.01% | 415 |
|
|
2023
Q2 | $267K | Sell |
679
-18
| -3% | -$7.07K | 0.01% | 421 |
|
|
2023
Q1 | $236K | Buy |
+697
| New | +$236K | 0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-696
| Closed | -$205K | – | 419 |
|
|
2022
Q2 | $205K | Sell |
696
-95
| -12% | -$28K | ﹤0.01% | 399 |
|
|
2022
Q1 | $307K | Buy |
791
+10
| +1% | +$3.88K | 0.01% | 364 |
|
|
2021
Q4 | $343K | Sell |
781
-3
| -0.4% | -$1.32K | 0.01% | 328 |
|
|
2021
Q3 | $316K | Sell |
784
-3
| -0.4% | -$1.21K | 0.01% | 314 |
|
|
2021
Q2 | $318K | Buy |
787
+47
| +6% | +$19K | 0.01% | 320 |
|
|
2021
Q1 | $267K | Sell |
740
-2,350
| -76% | -$848K | 0.01% | 331 |
|
|
2020
Q4 | $1.08M | Sell |
3,090
-6,243
| -67% | -$2.18M | 0.02% | 158 |
|
|
2020
Q3 | $2.88M | Buy |
9,333
+505
| +6% | +$156K | 0.07% | 74 |
|
|
2020
Q2 | $2.46M | Sell |
8,828
-3,383
| -28% | -$944K | 0.06% | 74 |
|
|
2020
Q1 | $2.59M | Buy |
+12,211
| New | +$2.59M | 0.07% | 58 |
|