CWS
Cypress Wealth Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
8,103
-210
| -3% | -$23.6K | 0.16% | 109 |
|
|
2025
Q1 | $754K | Buy |
8,313
+561
| +7% | +$50.9K | 0.15% | 110 |
|
|
2024
Q4 | $791K | Sell |
7,752
-7
| -0.1% | -$715 | 0.16% | 100 |
|
|
2024
Q3 | $744K | Buy |
7,759
+216
| +3% | +$20.7K | 0.15% | 109 |
|
|
2024
Q2 | $711K | Buy |
7,543
+9
| +0.1% | +$849 | 0.16% | 104 |
|
|
2024
Q1 | $649K | Buy |
7,534
+6,278
| +500% | +$541K | 0.15% | 112 |
|
|
2023
Q4 | $563K | Buy |
1,256
+24
| +2% | +$10.8K | 0.14% | 127 |
|
|
2023
Q3 | $471K | Sell |
1,232
-123
| -9% | -$47K | 0.13% | 141 |
|
|
2023
Q2 | $554K | Sell |
1,355
-12
| -0.9% | -$4.91K | 0.15% | 126 |
|
|
2023
Q1 | $464K | Buy |
1,367
+72
| +6% | +$24.4K | 0.14% | 134 |
|
|
2022
Q4 | $363K | Buy |
+1,295
| New | +$363K | 0.12% | 158 |
|