WealthBridge 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 | $7.88M | Buy |
70,165
+805
| +1% | +$90.4K | 2% | 10 |
|
|
2025
Q1 | $6.29M | Buy |
69,360
+381
| +0.6% | +$34.5K | 1.78% | 10 |
|
|
2024
Q4 | $7.04M | Buy |
68,979
+161
| +0.2% | +$16.4K | 1.96% | 11 |
|
|
2024
Q3 | $6.6M | Sell |
68,818
-114
| -0.2% | -$10.9K | 1.89% | 10 |
|
|
2024
Q2 | $6.5M | Sell |
68,932
-2,461
| -3% | -$232K | 2.14% | 9 |
|
|
2024
Q1 | $6.15M | Sell |
71,393
-415
| -0.6% | -$35.8K | 2.07% | 11 |
|
|
2023
Q4 | $5.36M | Sell |
71,808
-324
| -0.4% | -$24.2K | 2.01% | 11 |
|
|
2023
Q3 | $4.59M | Buy |
72,132
+390
| +0.5% | +$24.8K | 1.9% | 12 |
|
|
2023
Q2 | $4.7M | Buy |
71,742
+288
| +0.4% | +$18.9K | 1.88% | 10 |
|
|
2023
Q1 | $4.04M | Buy |
71,454
+318
| +0.4% | +$18K | 1.61% | 12 |
|
|
2022
Q4 | $3.32M | Buy |
71,136
+726
| +1% | +$33.9K | 1.39% | 17 |
|
|
2022
Q3 | $3.46M | Hold |
70,410
| – | – | 1.47% | 16 |
|
|
2022
Q2 | $3.46M | Sell |
70,410
-1,926
| -3% | -$94.5K | 1.47% | 16 |
|
|
2022
Q1 | $4.69M | Buy |
72,336
+1,470
| +2% | +$95.2K | 1.75% | 10 |
|
|
2021
Q4 | $5.19M | Sell |
70,866
-6,954
| -9% | -$509K | 1.94% | 10 |
|
|
2021
Q3 | $5.24M | Sell |
77,820
-7,128
| -8% | -$480K | 1.95% | 11 |
|
|
2021
Q2 | $5.72M | Sell |
84,948
-618
| -0.7% | -$41.6K | 2.08% | 11 |
|
|
2021
Q1 | $5.15M | Buy |
85,566
+228
| +0.3% | +$13.7K | 2.1% | 11 |
|
|
2020
Q4 | $4.98M | Buy |
85,338
+6,006
| +8% | +$350K | 2.18% | 11 |
|
|
2020
Q3 | $4.09M | Buy |
79,332
+2,514
| +3% | +$129K | 2.1% | 12 |
|
|
2020
Q2 | $3.57M | Buy |
76,818
+12,888
| +20% | +$600K | 2.03% | 12 |
|
|
2020
Q1 | $2.26M | Buy |
63,930
+31,866
| +99% | +$1.12M | 1.57% | 17 |
|
|
2019
Q4 | $1.29M | Buy |
32,064
+480
| +2% | +$19.4K | 0.84% | 30 |
|
|
2019
Q3 | $1.14M | Sell |
31,584
-60
| -0.2% | -$2.17K | 0.82% | 30 |
|
|
2019
Q2 | $906K | Sell |
31,644
-2,190
| -6% | -$62.7K | 0.83% | 34 |
|
|
2019
Q1 | $1.2M | Buy |
33,834
+2,190
| +7% | +$77.5K | 0.76% | 27 |
|
|
2018
Q4 | $906K | Buy |
+31,644
| New | +$906K | 0.69% | 34 |
|