Simon Quick Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Simon Quick Advisors’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$363K	Buy
2025 Q2	$323K	Sell
2025 Q1	$1.68M	Sell
2024 Q4	$1.9M	Buy
2024 Q3	$270K	Buy
2024 Q2	$265K	Buy
2024 Q1	$242K	Sell
2023 Q4	$389K	Buy
2021 Q4	–	Sell
2021 Q3	$213K	Hold
2021 Q2	$213K	Buy