Kingswood 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	$492K	Sell	4,381 -79	-2%	-$8.88K	0.04%	420
2025 Q1	$404K	Buy	4,460 +329	+8%	+$29.8K	0.04%	454
2024 Q4	$422K	Sell	4,131 -12	-0.3%	-$1.23K	0.03%	495
2024 Q3	$397K	Buy	4,143 +313	+8%	+$30K	0.03%	517
2024 Q2	$361K	Buy	+3,830	New	+$361K	0.03%	473