4WM
4J Wealth Management’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 | $485K | Hold |
4,314
| – | – | 0.33% | 52 |
|
|
2025
Q1 | $391K | Hold |
4,314
| – | – | 0.31% | 54 |
|
|
2024
Q4 | $440K | Hold |
4,314
| – | – | 0.36% | 49 |
|
|
2024
Q3 | $414K | Hold |
4,314
| – | – | 0.32% | 54 |
|
|
2024
Q2 | $407K | Hold |
4,314
| – | – | 0.34% | 49 |
|
|
2024
Q1 | $372K | Buy |
4,314
+3,595
| +500% | +$310K | 0.32% | 57 |
|
|
2023
Q4 | $322K | Sell |
719
-22
| -3% | -$9.86K | 0.29% | 62 |
|
|
2023
Q3 | $283K | Sell |
741
-50
| -6% | -$19.1K | 0.28% | 64 |
|
|
2023
Q2 | $311K | Sell |
791
-58
| -7% | -$22.8K | 0.3% | 65 |
|
|
2023
Q1 | $288K | Hold |
849
| – | – | 0.31% | 62 |
|
|
2022
Q4 | $238K | Buy |
849
+5
| +0.6% | +$1.4K | 0.28% | 68 |
|
|
2022
Q3 | $233K | Hold |
844
| – | – | 0.3% | 62 |
|
|
2022
Q2 | $248K | Sell |
844
-53
| -6% | -$15.6K | 0.31% | 57 |
|
|
2022
Q1 | $349K | Hold |
897
| – | – | 0.31% | 51 |
|
|
2021
Q4 | $394K | Hold |
897
| – | – | 0.33% | 49 |
|
|
2021
Q3 | $362K | Hold |
897
| – | – | 0.31% | 53 |
|
|
2021
Q2 | $362K | Sell |
897
-37
| -4% | -$14.9K | 0.32% | 53 |
|
|
2021
Q1 | $337K | Sell |
934
-30
| -3% | -$10.8K | 0.31% | 56 |
|
|
2020
Q4 | $337K | Buy |
+964
| New | +$337K | 0.32% | 56 |
|