SSWM
Strait & Sound Wealth Management’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 | $655K | Buy |
5,833
+534
| +10% | +$60K | 0.28% | 72 |
|
|
2025
Q1 | $480K | Buy |
5,299
+2,248
| +74% | +$204K | 0.22% | 83 |
|
|
2024
Q4 | $311K | Buy |
3,051
+211
| +7% | +$21.5K | 0.14% | 109 |
|
|
2024
Q3 | $272K | Buy |
2,840
+362
| +15% | +$34.7K | 0.13% | 116 |
|
|
2024
Q2 | $234K | Buy |
+2,478
| New | +$234K | 0.12% | 131 |
|