SWA
SOA 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 | $633K | Sell |
5,636
-139
| -2% | -$15.6K | 0.12% | 102 |
|
|
2025
Q1 | $524K | Buy |
5,775
+3
| +0.1% | +$272 | 0.11% | 110 |
|
|
2024
Q4 | $589K | Buy |
5,772
+3
| +0.1% | +$306 | 0.11% | 101 |
|
|
2024
Q3 | $553K | Buy |
5,769
+6
| +0.1% | +$576 | 0.11% | 108 |
|
|
2024
Q2 | $544K | Buy |
5,763
+2
| +0% | +$189 | 0.11% | 104 |
|
|
2024
Q1 | $496K | Buy |
5,761
+4,801
| +500% | +$414K | 0.1% | 108 |
|
|
2023
Q4 | $430K | Buy |
960
+1
| +0.1% | +$448 | 0.1% | 113 |
|
|
2023
Q3 | $366K | Hold |
959
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $377K | Buy |
959
+1
| +0.1% | +$393 | 0.09% | 115 |
|
|
2023
Q1 | $325K | Buy |
958
+46
| +5% | +$15.6K | 0.08% | 119 |
|
|
2022
Q4 | $255K | Sell |
912
-44
| -5% | -$12.3K | 0.07% | 131 |
|
|
2022
Q3 | $264K | Buy |
956
+237
| +33% | +$65.4K | 0.08% | 124 |
|
|
2022
Q2 | $211K | Buy |
719
+179
| +33% | +$52.5K | 0.06% | 136 |
|
|
2022
Q1 | $209K | Buy |
+540
| New | +$209K | 0.05% | 156 |
|