EA
Everpar 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 | $481K | Buy |
4,285
+927
| +28% | +$104K | 0.22% | 121 |
|
2025
Q1 | $305K | Buy |
3,358
+848
| +34% | +$76.9K | 0.16% | 179 |
|
2024
Q4 | $256K | Sell |
2,510
-68
| -3% | -$6.94K | 0.13% | 219 |
|
2024
Q3 | $247K | Buy |
2,578
+450
| +21% | +$43.2K | 0.13% | 219 |
|
2024
Q2 | $201K | Buy |
+2,128
| New | +$201K | 0.1% | 258 |
|
2024
Q1 | – | Sell |
-487
| Closed | -$218K | – | 254 |
|
2023
Q4 | $218K | Buy |
+487
| New | +$218K | 0.1% | 260 |
|