Clearstead Advisors’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
$650K Sell
5,790
-148
-2% -$16.6K 0.01% 536
2025
Q1
$538K Sell
5,938
-84
-1% -$7.62K 0.01% 553
2024
Q4
$615K Buy
6,022
+1,350
+29% +$138K 0.01% 520
2024
Q3
$448K Sell
4,672
-1,550
-25% -$149K 0.01% 597
2024
Q2
$587K Buy
+6,222
New +$587K 0.01% 506