JFS 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
$20.7K Sell
184
-365
-66% -$41K ﹤0.01% 652
2025
Q1
$49.8K Buy
549
+454
+478% +$41.2K ﹤0.01% 471
2024
Q4
$9.7K Sell
95
-22
-19% -$2.25K ﹤0.01% 862
2024
Q3
$11.2K Buy
+117
New +$11.2K ﹤0.01% 819