Westside Investment 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 | $303K | Sell |
2,700
-132
| -5% | -$14.8K | 0.06% | 213 |
|
|
2025
Q1 | $257K | Hold |
2,832
| – | – | 0.05% | 207 |
|
|
2024
Q4 | $289K | Hold |
2,832
| – | – | 0.06% | 192 |
|
|
2024
Q3 | $272K | Hold |
2,832
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $267K | Hold |
2,832
| – | – | 0.06% | 198 |
|
|
2024
Q1 | $244K | Hold |
2,832
| – | – | 0.06% | 208 |
|
|
2023
Q4 | $212K | Hold |
2,832
| – | – | 0.05% | 201 |
|
|
2023
Q3 | $180K | Hold |
2,832
| – | – | 0.05% | 212 |
|
|
2023
Q2 | $185K | Hold |
2,832
| – | – | 0.05% | 216 |
|
|
2023
Q1 | $160K | Hold |
2,832
| – | – | 0.05% | 229 |
|
|
2022
Q4 | $132 | Hold |
2,832
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $130 | Hold |
2,832
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $138 | Sell |
2,832
-480
| -14% | -$23 | ﹤0.01% | 337 |
|
|
2022
Q1 | $214 | Hold |
3,312
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $242 | Sell |
3,312
-420
| -11% | -$31 | ﹤0.01% | 303 |
|
|
2021
Q3 | $251 | Hold |
3,732
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $251 | Sell |
3,732
-300
| -7% | -$20 | ﹤0.01% | 289 |
|
|
2021
Q1 | $242 | Hold |
4,032
| – | – | ﹤0.01% | 283 |
|
|
2020
Q4 | $235 | Hold |
4,032
| – | – | ﹤0.01% | 245 |
|
|
2020
Q3 | $207 | Sell |
4,032
-1,500
| -27% | -$77 | ﹤0.01% | 257 |
|
|
2020
Q2 | $257 | Hold |
5,532
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $195 | Buy |
+5,532
| New | +$195 | ﹤0.01% | 237 |
|
|
2019
Q2 | $198 | Buy |
+5,532
| New | +$198 | ﹤0.01% | 195 |
|
|
2018
Q4 | $155K | Hold |
5,400
| – | – | 0.06% | 173 |
|
|
2018
Q3 | $189K | Hold |
5,400
| – | – | 0.06% | 150 |
|
|
2018
Q2 | $175K | Hold |
5,400
| – | – | 0.06% | 170 |
|
|
2018
Q1 | $157K | Buy |
5,400
+1,200
| +29% | +$34.9K | 0.09% | 173 |
|
|
2017
Q4 | $124K | Buy |
4,200
+1,200
| +40% | +$35.4K | 0.07% | 196 |
|
|
2017
Q3 | $79.3K | Hold |
3,000
| – | – | 0.05% | 223 |
|
|
2017
Q2 | $73.4K | Hold |
3,000
| – | – | 0.05% | 229 |
|
|
2017
Q1 | $68.8K | Hold |
3,000
| – | – | 0.03% | 233 |
|
|
2016
Q4 | $64K | Buy |
+3,000
| New | +$64K | 0.04% | 171 |
|