Integrated Wealth Concepts’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
$1.59M Buy
14,185
+773
+6% +$86.8K 0.02% 708
2025
Q1
$1.22M Buy
13,412
+7,628
+132% +$692K 0.01% 750
2024
Q4
$590K Buy
5,784
+253
+5% +$25.8K 0.01% 1052
2024
Q3
$531K Buy
5,531
+1,021
+23% +$97.9K 0.01% 1054
2024
Q2
$425K Sell
4,510
-71
-2% -$6.7K 0.01% 1125
2024
Q1
$395K Sell
4,581
-171
-4% -$14.7K 0.01% 1165
2023
Q4
$355K Buy
+4,752
New +$355K 0.01% 1173