EverSource Wealth Advisors’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 | $63K | Sell |
561
-22
| -4% | -$2.47K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $52.9K | Sell |
583
-32
| -5% | -$2.9K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $62.8K | Sell |
615
-1
| -0.2% | -$102 | ﹤0.01% | 1087 |
|
|
2024
Q3 | $59.1K | Buy |
616
+188
| +44% | +$18K | ﹤0.01% | 998 |
|
|
2024
Q2 | $39.3K | Hold |
428
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $35K | Sell |
428
-334
| -44% | -$27.3K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $56.9K | Hold |
762
| – | – | 0.01% | 848 |
|
|
2023
Q3 | $48.5K | Sell |
762
-12
| -2% | -$764 | 0.01% | 820 |
|
|
2023
Q2 | $50.7K | Hold |
774
| – | – | 0.01% | 831 |
|
|
2023
Q1 | $43.8K | Buy |
774
+12
| +2% | +$679 | 0.01% | 831 |
|
|
2022
Q4 | $35.6K | Buy |
+762
| New | +$35.6K | 0.01% | 888 |
|