WA
WealthTrust Axiom’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 | $823K | Sell |
7,329
-621
| -8% | -$69.8K | 0.24% | 87 |
|
2025
Q1 | $721K | Hold |
7,950
| – | – | 0.22% | 91 |
|
2024
Q4 | $812K | Hold |
7,950
| – | – | 0.24% | 88 |
|
2024
Q3 | $763K | Hold |
7,950
| – | – | 0.23% | 98 |
|
2024
Q2 | $750K | Hold |
7,950
| – | – | 0.25% | 90 |
|
2024
Q1 | $685K | Buy |
7,950
+6,625
| +500% | +$571K | 0.22% | 100 |
|
2023
Q4 | $594K | Hold |
1,325
| – | – | 0.2% | 108 |
|
2023
Q3 | $506K | Hold |
1,325
| – | – | 0.18% | 114 |
|
2023
Q2 | $521K | Hold |
1,325
| – | – | 0.17% | 123 |
|
2023
Q1 | $450K | Hold |
1,325
| – | – | 0.15% | 138 |
|
2022
Q4 | $371K | Hold |
1,325
| – | – | 0.13% | 152 |
|
2022
Q3 | $366K | Hold |
1,325
| – | – | 0.14% | 140 |
|
2022
Q2 | $390K | Hold |
1,325
| – | – | 0.14% | 141 |
|
2022
Q1 | $514K | Hold |
1,325
| – | – | 0.16% | 126 |
|
2021
Q4 | $581K | Hold |
1,325
| – | – | 0.19% | 109 |
|
2021
Q3 | $534K | Hold |
1,325
| – | – | 0.18% | 115 |
|
2021
Q2 | $535K | Hold |
1,325
| – | – | 0.17% | 120 |
|
2021
Q1 | $478K | Hold |
1,325
| – | – | 0.16% | 121 |
|
2020
Q4 | $463K | Hold |
1,325
| – | – | 0.17% | 118 |
|
2020
Q3 | $409K | Hold |
1,325
| – | – | 0.18% | 108 |
|
2020
Q2 | $369K | Hold |
1,325
| – | – | 0.16% | 108 |
|
2020
Q1 | $280K | Hold |
1,325
| – | – | 0.14% | 128 |
|
2019
Q4 | $320K | Hold |
1,325
| – | – | 0.11% | 141 |
|
2019
Q3 | $287K | Hold |
1,325
| – | – | 0.1% | 157 |
|
2019
Q2 | $285K | Hold |
1,325
| – | – | 0.1% | 155 |
|
2019
Q1 | $273K | Hold |
1,325
| – | – | 0.1% | 161 |
|
2018
Q4 | $227K | Hold |
1,325
| – | – | 0.09% | 167 |
|
2018
Q3 | $277K | Hold |
1,325
| – | – | 0.09% | 166 |
|
2018
Q2 | $255K | Sell |
1,325
-100
| -7% | -$19.2K | 0.09% | 180 |
|
2018
Q1 | $255K | Hold |
1,425
| – | – | 0.09% | 178 |
|
2017
Q4 | $240K | Hold |
1,425
| – | – | 0.09% | 189 |
|
2017
Q3 | $221K | Hold |
1,425
| – | – | 0.08% | 184 |
|
2017
Q2 | $206K | Buy |
+1,425
| New | +$206K | 0.08% | 194 |
|