EP Wealth Advisors’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 | $743K | Buy |
6,618
+296
| +5% | +$33.3K | ﹤0.01% | 645 |
|
|
2025
Q1 | $573K | Buy |
6,322
+21
| +0.3% | +$1.9K | ﹤0.01% | 657 |
|
|
2024
Q4 | $643K | Buy |
6,301
+653
| +12% | +$66.7K | 0.01% | 614 |
|
|
2024
Q3 | $542K | Sell |
5,648
-845
| -13% | -$81.1K | ﹤0.01% | 664 |
|
|
2024
Q2 | $612K | Buy |
6,493
+1,081
| +20% | +$102K | 0.01% | 490 |
|
|
2024
Q1 | $466K | Sell |
5,412
-72
| -1% | -$6.21K | 0.01% | 523 |
|
|
2023
Q4 | $410K | Sell |
5,484
-222
| -4% | -$16.6K | 0.01% | 535 |
|
|
2023
Q3 | $364K | Sell |
5,706
-648
| -10% | -$41.3K | 0.01% | 520 |
|
|
2023
Q2 | $518K | Sell |
6,354
-448,566
| -99% | -$36.6M | 0.01% | 458 |
|
|
2023
Q1 | $3.7M | Buy |
+454,920
| New | +$3.7M | 0.06% | 165 |
|
|
2021
Q3 | – | Sell |
-13,386
| Closed | -$901K | – | 547 |
|
|
2021
Q2 | $901K | Buy |
+13,386
| New | +$901K | 0.03% | 256 |
|