Asset Dedication LLC’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
$2.36K Hold
21
﹤0.01% 1014
2025
Q1
$1.91K Hold
21
﹤0.01% 965
2024
Q4
$2.14K Hold
21
﹤0.01% 960
2024
Q3
$2.02K Sell
21
-213
-91% -$20.4K ﹤0.01% 1009
2024
Q2
$22.1K Hold
234
﹤0.01% 657
2024
Q1
$20K Hold
234
﹤0.01% 594
2023
Q4
$17K Hold
234
﹤0.01% 603
2023
Q3
$15K Hold
234
﹤0.01% 615
2023
Q2
$15K Hold
234
﹤0.01% 610
2023
Q1
$13K Hold
234
﹤0.01% 629
2022
Q4
$11K Hold
234
﹤0.01% 646
2022
Q3
$11K Buy
+234
New +$11K ﹤0.01% 613
2022
Q2
Sell
-234
Closed -$15K 703
2022
Q1
$15K Hold
234
﹤0.01% 604
2021
Q4
$17K Hold
234
﹤0.01% 568
2021
Q3
$16K Hold
234
﹤0.01% 606
2021
Q2
$16K Buy
+234
New +$16K ﹤0.01% 555
2021
Q1
Sell
-234
Closed -$14K 719
2020
Q4
$14K Buy
+234
New +$14K ﹤0.01% 509