SSWM
Sheets Smith Wealth Management’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 | $3.77M | Sell |
33,560
-530
| -2% | -$59.5K | 0.44% | 54 |
|
|
2025
Q1 | $3.09M | Sell |
34,090
-310
| -0.9% | -$28.1K | 0.38% | 66 |
|
|
2024
Q4 | $3.51M | Buy |
34,400
+30
| +0.1% | +$3.06K | 0.43% | 58 |
|
|
2024
Q3 | $3.3M | Sell |
34,370
-13,295
| -28% | -$1.28M | 0.4% | 61 |
|
|
2024
Q2 | $4.5M | Buy |
47,665
+70
| +0.1% | +$6.6K | 0.54% | 48 |
|
|
2024
Q1 | $4.1M | Buy |
+47,595
| New | +$4.1M | 0.46% | 55 |
|