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

Copia Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Sell
11,052
-1,082
-9% -$122K 1.05% 26
2025
Q1 		$1.1M Buy
12,134
+424
+4% +$38.4K 1.02% 25
2024
Q4 		$1.2M Buy
+11,710
New +$1.2M 1.14% 26