Ascent Group’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
$1.01M Sell
9,004
-1,530
-15% -$172K 0.04% 329
2025
Q1
$955K Buy
+10,534
New +$955K 0.04% 334
2022
Q4
Sell
-8,820
Closed -$424K 468
2022
Q3
$424K Sell
8,820
-10,290
-54% -$495K 0.05% 317
2022
Q2
$1.06M Buy
19,110
+1,440
+8% +$79.8K 0.13% 202
2022
Q1
$1.15M Buy
+17,670
New +$1.15M 0.13% 208