Baldwin Wealth Partners’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
2024 Q2	–	Sell	-1,272	Closed	-$110K	–	808
2024 Q1	$110K	Hold	1,272	–	–	0.01%	264
2023 Q4	$95K	Hold	1,272	–	–	0.01%	281
2023 Q3	$81K	Hold	1,272	–	–	0.01%	322
2023 Q2	$83.3K	Hold	1,272	–	–	0.01%	339
2023 Q1	$71.9K	Hold	1,272	–	–	0.01%	365
2022 Q4	$59.4K	Hold	1,272	–	–	0.01%	393
2022 Q3	$59K	Hold	1,272	–	–	0.01%	311
2022 Q2	$62K	Hold	1,272	–	–	0.01%	323
2022 Q1	$82K	Hold	1,272	–	–	0.01%	300
2021 Q4	$93K	Hold	1,272	–	–	0.01%	272
2021 Q3	$86K	Hold	1,272	–	–	0.01%	280
2021 Q2	$86K	Hold	1,272	–	–	0.01%	289
2021 Q1	$77K	Hold	1,272	–	–	0.01%	287
2020 Q4	$74K	Hold	1,272	–	–	0.01%	277
2020 Q3	$66K	Hold	1,272	–	–	0.01%	264
2020 Q2	$59K	Hold	1,272	–	–	0.01%	270
2020 Q1	$45K	Sell	1,272 -1,200	-49%	-$48.1K	0.01%	290
2019 Q4	$100K	Hold	2,472	–	–	0.01%	240
2019 Q3	$89K	Hold	2,472	–	–	0.01%	241
2019 Q2	$89K	Hold	2,472	–	–	0.01%	252
2019 Q1	$85K	Hold	2,472	–	–	0.01%	255
2018 Q4	$71K	Hold	2,472	–	–	0.01%	255
2018 Q3	$86K	Buy	+2,472	New	+$83.9K	0.01%	265