Whittier Trust’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 | $95.2K | Hold |
847
| – | – | ﹤0.01% | 810 |
|
|
2025
Q1 | $76.8K | Hold |
847
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $86.5K | Sell |
847
-989
| -54% | -$101K | ﹤0.01% | 826 |
|
|
2024
Q3 | $176K | Hold |
1,836
| – | – | ﹤0.01% | 692 |
|
|
2024
Q2 | $173K | Hold |
1,836
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $158K | Hold |
1,836
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $137K | Hold |
1,836
| – | – | ﹤0.01% | 706 |
|
|
2023
Q3 | $117K | Hold |
1,836
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $120K | Hold |
1,836
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $104K | Hold |
1,836
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $85.7K | Hold |
1,836
| – | – | ﹤0.01% | 850 |
|
|
2022
Q3 | $85K | Hold |
1,836
| – | – | ﹤0.01% | 839 |
|
|
2022
Q2 | $90K | Hold |
1,836
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $119K | Hold |
1,836
| – | – | ﹤0.01% | 782 |
|
|
2021
Q4 | $134K | Hold |
1,836
| – | – | ﹤0.01% | 764 |
|
|
2021
Q3 | $124K | Hold |
1,836
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $124K | Buy |
+1,836
| New | +$124K | ﹤0.01% | 747 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$2K | – | 1524 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1242 |
|