WealthShield Partners’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 | $1.21M | Hold |
10,800
| – | – | 0.15% | 157 |
|
2025
Q1 | $979K | Buy |
+10,800
| New | +$979K | 0.13% | 163 |
|
2024
Q4 | – | Sell |
-10,800
| Closed | -$1.04M | – | 507 |
|
2024
Q3 | $1.04M | Buy |
+10,800
| New | +$1.04M | 0.14% | 154 |
|
2024
Q1 | – | Sell |
-10,800
| Closed | -$807K | – | 497 |
|
2023
Q4 | $807K | Hold |
10,800
| – | – | 0.13% | 159 |
|
2023
Q3 | $689K | Hold |
10,800
| – | – | 0.1% | 181 |
|
2023
Q2 | $707K | Hold |
10,800
| – | – | 0.11% | 177 |
|
2023
Q1 | $611K | Hold |
10,800
| – | – | 0.1% | 189 |
|
2022
Q4 | $504K | Hold |
10,800
| – | – | 0.1% | 193 |
|
2022
Q3 | $498K | Hold |
10,800
| – | – | 0.1% | 196 |
|
2022
Q2 | $530K | Hold |
10,800
| – | – | 0.11% | 190 |
|
2022
Q1 | $700K | Hold |
10,800
| – | – | 0.11% | 189 |
|
2021
Q4 | $790K | Buy |
+10,800
| New | +$790K | 0.13% | 157 |
|