Beacon Financial 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
$1.02M Sell
9,094
-194
-2% -$21.8K 0.11% 163
2025
Q1
$842K Buy
9,288
+5,638
+154% +$511K 0.09% 174
2024
Q4
$373K Sell
3,650
-54
-1% -$5.51K 0.04% 252
2024
Q3
$355K Buy
3,704
+915
+33% +$87.8K 0.04% 259
2024
Q2
$263K Buy
2,789
+119
+4% +$11.2K 0.03% 287
2024
Q1
$230K Sell
2,670
-72
-3% -$6.21K 0.03% 300
2023
Q4
$205K Buy
+2,742
New +$205K 0.03% 301