Congress Wealth Management’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 | $1.62M | Buy |
14,400
+1,610
| +13% | +$181K | 0.02% | 596 |
|
|
2025
Q1 | $1.16M | Sell |
12,790
-16
| -0.1% | -$1.45K | 0.01% | 598 |
|
|
2024
Q4 | $1.31M | Sell |
12,806
-37
| -0.3% | -$3.78K | 0.02% | 475 |
|
|
2024
Q3 | $1.23M | Buy |
12,843
+12
| +0.1% | +$1.15K | 0.02% | 487 |
|
|
2024
Q2 | $1.21M | Buy |
12,831
+6
| +0% | +$566 | 0.02% | 405 |
|
|
2024
Q1 | $1.11M | Buy |
12,825
+9
| +0.1% | +$776 | 0.02% | 367 |
|
|
2023
Q4 | $958K | Buy |
12,816
+18
| +0.1% | +$1.35K | 0.02% | 399 |
|
|
2023
Q3 | $815K | Buy |
+12,798
| New | +$815K | 0.02% | 397 |
|
|
2022
Q1 | – | Sell |
-3,240
| Closed | -$237K | – | 617 |
|
|
2021
Q4 | $237K | Buy |
+3,240
| New | +$237K | ﹤0.01% | 566 |
|