DWS
Dynamic Wealth Strategies’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 | $10.6M | Buy |
94,128
+26,825
| +40% | +$3.01M | 7.62% | 3 |
|
2025
Q1 | $6.1M | Buy |
67,303
+1,491
| +2% | +$135K | 5.07% | 5 |
|
2024
Q4 | $6.72M | Buy |
65,812
+416
| +0.6% | +$42.5K | 5.98% | 6 |
|
2024
Q3 | $6.27M | Sell |
65,396
-526
| -0.8% | -$50.5K | 5.12% | 7 |
|
2024
Q2 | $6.22M | Sell |
65,922
-3,416
| -5% | -$322K | 5.34% | 7 |
|
2024
Q1 | $5.98M | Buy |
69,338
+57,626
| +492% | +$4.97M | 5.11% | 7 |
|
2023
Q4 | $5.25M | Buy |
+11,712
| New | +$5.25M | 4.83% | 8 |
|