EP Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $3.7M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $901K | Buy |
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