Congress Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Congress Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy
2025 Q1	$1.16M	Sell
2024 Q4	$1.31M	Sell
2024 Q3	$1.23M	Buy
2024 Q2	$1.21M	Buy
2024 Q1	$1.11M	Buy
2023 Q4	$958K	Buy
2023 Q3	$815K	Buy
2022 Q1	–	Sell
2021 Q4	$237K	Buy