OWA
One Wealth 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 | $1.63M | Buy |
14,523
+1,443
| +11% | +$162K | 0.23% | 70 |
|
|
2025
Q1 | $1.19M | Buy |
13,080
+3,813
| +41% | +$346K | 0.18% | 83 |
|
|
2024
Q4 | $946K | Sell |
9,267
-68
| -0.7% | -$6.94K | 0.14% | 80 |
|
|
2024
Q3 | $896K | Sell |
9,335
-777
| -8% | -$74.5K | 0.14% | 83 |
|
|
2024
Q2 | $889K | Buy |
10,112
+2,552
| +34% | +$224K | 0.19% | 64 |
|
|
2024
Q1 | $652K | Buy |
7,560
+6,300
| +500% | +$543K | 0.11% | 101 |
|
|
2023
Q4 | $565K | Sell |
1,260
-26
| -2% | -$11.7K | 0.11% | 99 |
|
|
2023
Q3 | $491K | Sell |
1,286
-397
| -24% | -$152K | 0.11% | 98 |
|
|
2023
Q2 | $661K | Buy |
1,683
+2
| +0.1% | +$786 | 0.14% | 83 |
|
|
2023
Q1 | $570K | Sell |
1,681
-81
| -5% | -$27.5K | 0.13% | 87 |
|
|
2022
Q4 | $493K | Sell |
1,762
-763
| -30% | -$214K | 0.11% | 99 |
|
|
2022
Q3 | $698K | Buy |
+2,525
| New | +$698K | 0.23% | 57 |
|
|
2022
Q2 | – | Sell |
-1,416
| Closed | -$550K | – | 198 |
|
|
2022
Q1 | $550K | Buy |
+1,416
| New | +$550K | 0.13% | 85 |
|