Elevation Wealth Partners’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 | $172K | Sell |
1,534
-14
| -0.9% | -$1.57K | 0.07% | 121 |
|
|
2025
Q1 | $140K | Hold |
1,548
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $158K | Hold |
1,548
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $149K | Hold |
1,548
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $146K | Hold |
1,548
| – | – | 0.07% | 133 |
|
|
2024
Q1 | $133K | Sell |
1,548
-1,242
| -45% | -$107K | 0.07% | 134 |
|
|
2023
Q4 | $178K | Hold |
2,790
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $178K | Hold |
2,790
| – | – | 0.15% | 69 |
|
|
2023
Q2 | $183K | Hold |
2,790
| – | – | 0.15% | 67 |
|
|
2023
Q1 | $158K | Buy |
+2,790
| New | +$158K | 0.14% | 70 |
|