Cerity 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
2026 Q1	$113M	Buy	952,453 +9,563	+1%	+$1.2M	0.16%	126
2025 Q4	$122M	Sell	942,890 -26,262	-3%	-$3.4M	0.18%	116
2025 Q3	$122M	Buy	969,152 +61,567	+7%	+$7.26M	0.2%	106
2025 Q2	$102M	Buy	907,585 +5,977	+0.7%	+$587K	0.18%	116
2025 Q1	$81.7M	Buy	901,608 +1,365	+0.2%	+$138K	0.17%	132
2024 Q4	$91.9M	Sell	900,243 -89,366	-9%	-$8.98M	0.2%	102
2024 Q3	$94.9M	Buy	989,609 +720	+0.1%	+$66.5K	0.21%	100
2024 Q2	$93.3M	Sell	988,889 -54,586	-5%	-$4.78M	0.25%	84
2024 Q1	$89.9M	Sell	1,043,475 -18,579	-2%	-$1.51M	0.24%	91
2023 Q4	$79.3M	Buy	1,062,054 +896,394	+541%	+$61.3M	0.27%	88
2023 Q3	$10.6M	Sell	165,660 -1,029,408	-86%	-$67.9M	0.05%	289
2023 Q2	$78.3M	Buy	1,195,068 +1,026	+0.1%	+$61K	0.31%	75
2023 Q1	$67.5M	Buy	1,194,042 +141,756	+13%	+$7.39M	0.17%	99
2022 Q4	$57.6M	Buy	1,052,286 +859,098	+445%	+$41.2M	0.37%	67
2022 Q3	$8.9M	Sell	193,188 -994,758	-84%	-$52.4M	0.11%	172
2022 Q2	$58.3M	Buy	1,187,946 +36,300	+3%	+$1.99M	0.69%	26
2022 Q1	$62.9M	Sell	1,151,646 -11,952	-1%	-$769K	0.98%	13
2021 Q4	$72.7M	Buy	+1,163,598	New	+$83.6M	1.11%	13