Sound View Wealth Advisors Group’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 | $692K | Sell |
6,156
-549
| -8% | -$61.7K | 0.05% | 232 |
|
|
2025
Q1 | $608K | Buy |
6,705
+6
| +0.1% | +$544 | 0.05% | 232 |
|
|
2024
Q4 | $684K | Buy |
6,699
+1
| +0% | +$102 | 0.06% | 226 |
|
|
2024
Q3 | $643K | Buy |
6,698
+13
| +0.2% | +$1.25K | 0.05% | 232 |
|
|
2024
Q2 | $630K | Buy |
6,685
+26
| +0.4% | +$2.45K | 0.07% | 212 |
|
|
2024
Q1 | $574K | Buy |
6,659
+11
| +0.2% | +$948 | 0.06% | 223 |
|
|
2023
Q4 | $497K | Hold |
6,648
| – | – | 0.05% | 235 |
|
|
2023
Q3 | $423K | Hold |
6,648
| – | – | 0.05% | 242 |
|
|
2023
Q2 | $435K | Buy |
6,648
+6
| +0.1% | +$393 | 0.06% | 236 |
|
|
2023
Q1 | $376K | Sell |
6,642
-6
| -0.1% | -$339 | 0.05% | 256 |
|
|
2022
Q4 | $497K | Buy |
6,648
+756
| +13% | +$56.5K | 0.05% | 235 |
|
|
2022
Q3 | $271K | Buy |
5,892
+600
| +11% | +$27.6K | 0.06% | 224 |
|
|
2022
Q2 | $260K | Hold |
5,292
| – | – | 0.05% | 235 |
|
|
2022
Q1 | $343K | Hold |
5,292
| – | – | 0.07% | 218 |
|
|
2021
Q4 | $387K | Buy |
5,292
+6
| +0.1% | +$439 | 0.07% | 201 |
|
|
2021
Q3 | $356K | Buy |
+5,286
| New | +$356K | 0.07% | 201 |
|