Sound View Wealth Advisors Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$692K Sell
2025
Q1
$608K Buy
2024
Q4
$684K Buy
2024
Q3
$643K Buy
2024
Q2
$630K Buy
2024
Q1
$574K Buy
2023
Q4
$497K Hold
2023
Q3
$423K Hold
2023
Q2
$435K Buy
2023
Q1
$376K Sell
2022
Q4
$497K Buy
2022
Q3
$271K Buy
2022
Q2
$260K Hold
2022
Q1
$343K Hold
2021
Q4
$387K Buy
2021
Q3
$356K Buy