Steward Partners Investment Advisory’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
Q3
$106M Buy
2025
Q2
$6.27M Buy
2025
Q1
$1.75M Buy
2024
Q4
$1.37M Buy
2024
Q3
$630K Sell
2024
Q2
$651K Buy
2024
Q1
$532K Sell
2023
Q4
$528K Sell
2023
Q3
$746K Sell
2023
Q2
$787K Sell
2023
Q1
$713K Sell
2022
Q4
$594K Sell
2022
Q3
$667K Sell
2022
Q2
$727K Sell
2022
Q1
$1.51M Sell
2021
Q4
$5.11M Buy
2021
Q3
$4.52M Buy
2021
Q2
$4.18M Buy
2021
Q1
$3.32M Buy
2020
Q4
$1.27M Buy
2020
Q3
$431K Buy