Atria Wealth Solutions’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
2025 Q2	$247K	Sell	2,199 -6,896	-76%	-$677K	0.01%	1256
2025 Q1	$825K	Sell	9,095 -6,328	-41%	-$639K	0.01%	957
2024 Q4	$1.57M	Sell	15,423 -4,896	-24%	-$492K	0.02%	734
2024 Q3	$1.95M	Buy	20,319 +317	+2%	+$29.3K	0.02%	647
2024 Q2	$1.89M	Buy	20,002 +6,753	+51%	+$591K	0.02%	641
2024 Q1	$1.14M	Sell	13,249 -5,927	-31%	-$483K	0.01%	856
2023 Q4	$1.43M	Buy	19,176 +918	+5%	+$62.8K	0.02%	727
2023 Q3	$1.16M	Sell	18,258 -1,152	-6%	-$76K	0.02%	746
2023 Q2	$1.27M	Buy	19,410 +504	+3%	+$30K	0.02%	745
2023 Q1	$1.07M	Sell	18,906 -3,744	-17%	-$195K	0.02%	769
2022 Q4	$1.06M	Sell	22,650 -2,514	-10%	-$120K	0.02%	722
2022 Q3	$1.16M	Sell	25,164 -13,506	-35%	-$712K	0.02%	669
2022 Q2	$1.9M	Buy	38,670 +5,754	+17%	+$316K	0.04%	461
2022 Q1	$2.13M	Buy	+32,916	New	+$2.12M	0.04%	467