Allworth Financial’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6M	Sell	232,471 -1,576	-0.7%	-$198K	0.11%	116
2025 Q4	$30.2M	Sell	234,047 -9,786	-4%	-$1.27M	0.12%	103
2025 Q3	$30.7M	Sell	243,833 -1,593	-0.6%	-$188K	0.14%	99
2025 Q2	$27.6M	Sell	245,426 -684	-0.3%	-$67.2K	0.13%	100
2025 Q1	$22.4M	Sell	246,110 -6,541	-3%	-$661K	0.13%	98
2024 Q4	$27M	Buy	252,651 +252,342	+81,664%	+$25.4M	0.15%	82
2024 Q3	$29.6K	Hold	309	–	–	﹤0.01%	1666
2024 Q2	$28.5K	Hold	309	–	–	﹤0.01%	1652
2024 Q1	$26.6K	Buy	309 +3	+1%	+$244	﹤0.01%	1607
2023 Q4	$23K	Hold	306	–	–	﹤0.01%	1569
2023 Q3	$19.6K	Hold	306	–	–	﹤0.01%	1527
2023 Q2	$20.2K	Hold	306	–	–	﹤0.01%	1535
2023 Q1	$17.4K	Hold	306	–	–	﹤0.01%	1542
2022 Q4	$14.4K	Hold	306	–	–	﹤0.01%	1541
2022 Q3	$14K	Hold	306	–	–	﹤0.01%	1448
2022 Q2	$15K	Hold	306	–	–	﹤0.01%	1365
2022 Q1	$20K	Hold	306	–	–	﹤0.01%	1263
2021 Q4	$22K	Hold	306	–	–	﹤0.01%	1087
2021 Q3	$21K	Hold	306	–	–	﹤0.01%	1007
2021 Q2	$21K	Buy	+306	New	+$19.5K	﹤0.01%	840