White Lighthouse 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 | $10M | Buy |
88,976
+8,626
| +11% | +$969K | 1.63% | 14 |
|
|
2025
Q1 | $7.29M | Buy |
80,350
+1,535
| +2% | +$139K | 1.3% | 18 |
|
|
2024
Q4 | $8.05M | Sell |
78,815
-79
| -0.1% | -$8.07K | 1.41% | 17 |
|
|
2024
Q3 | $7.57M | Buy |
78,894
+966
| +1% | +$92.7K | 1.36% | 18 |
|
|
2024
Q2 | $7.35M | Buy |
77,928
+2,105
| +3% | +$199K | 1.42% | 18 |
|
|
2024
Q1 | $6.53M | Sell |
75,823
-3,851
| -5% | -$332K | 1.33% | 18 |
|
|
2023
Q4 | $5.95M | Sell |
79,674
-852
| -1% | -$63.6K | 1.3% | 20 |
|
|
2023
Q3 | $5.13M | Sell |
80,526
-4,044
| -5% | -$258K | 1.25% | 20 |
|
|
2023
Q2 | $5.54M | Sell |
84,570
-846
| -1% | -$55.4K | 1.32% | 20 |
|
|
2023
Q1 | $4.83M | Buy |
85,416
+5,196
| +6% | +$294K | 1.22% | 21 |
|
|
2022
Q4 | $3.74M | Buy |
80,220
+2,484
| +3% | +$116K | 1.02% | 23 |
|
|
2022
Q3 | $3.58M | Buy |
77,736
+804
| +1% | +$37K | 1.04% | 22 |
|
|
2022
Q2 | $3.78M | Buy |
76,932
+6,354
| +9% | +$312K | 1.08% | 22 |
|
|
2022
Q1 | $4.57M | Buy |
70,578
+180
| +0.3% | +$11.7K | 1.16% | 21 |
|
|
2021
Q4 | $5.15M | Sell |
70,398
-144
| -0.2% | -$10.5K | 1.28% | 19 |
|
|
2021
Q3 | $4.75M | Sell |
70,542
-10,440
| -13% | -$702K | 1.27% | 19 |
|
|
2021
Q2 | $5.45M | Sell |
80,982
-1,308
| -2% | -$88.1K | 1.49% | 16 |
|
|
2021
Q1 | $4.95M | Sell |
82,290
-9,984
| -11% | -$600K | 1.51% | 16 |
|
|
2020
Q4 | $5.38M | Sell |
92,274
-4,320
| -4% | -$252K | 1.72% | 16 |
|
|
2020
Q3 | $4.98M | Sell |
96,594
-12,630
| -12% | -$651K | 1.72% | 18 |
|
|
2020
Q2 | $5.08M | Sell |
109,224
-12,798
| -10% | -$595K | 1.87% | 17 |
|
|
2020
Q1 | $4.31M | Sell |
122,022
-15,390
| -11% | -$543K | 1.8% | 17 |
|
|
2019
Q4 | $5.55M | Sell |
137,412
-3,090
| -2% | -$125K | 2.03% | 14 |
|
|
2019
Q3 | $5.08M | Sell |
140,502
-6,282
| -4% | -$227K | 2.05% | 14 |
|
|
2019
Q2 | $5.28M | Sell |
146,784
-4,050
| -3% | -$146K | 2.2% | 12 |
|
|
2019
Q1 | $5.18M | Sell |
150,834
-4,038
| -3% | -$139K | 2.38% | 11 |
|
|
2018
Q4 | $4.43M | Sell |
154,872
-6,924
| -4% | -$198K | 2.43% | 12 |
|
|
2018
Q3 | $5.65M | Sell |
161,796
-1,260
| -0.8% | -$44K | 2.88% | 10 |
|
|
2018
Q2 | $5.24M | Buy |
163,056
+1,530
| +0.9% | +$49.2K | 2.88% | 10 |
|
|
2018
Q1 | $4.83M | Sell |
161,526
-14,130
| -8% | -$423K | 2.77% | 10 |
|
|
2017
Q4 | $4.94M | Buy |
+175,656
| New | +$4.94M | 2.84% | 10 |
|