Venturi Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$15.3K 1184
2024
Q4
$15.3K Hold
150
﹤0.01% 1330
2024
Q3
$14.4K Hold
150
﹤0.01% 1106
2024
Q2
$14.1K Hold
150
﹤0.01% 1023
2024
Q1
$12.9K Hold
150
﹤0.01% 862
2023
Q4
$11.2K Hold
150
﹤0.01% 853
2023
Q3
$9.56K Hold
150
﹤0.01% 815
2023
Q2
$9.82K Hold
150
﹤0.01% 656
2023
Q1
$8.48K Buy
+150
New +$8.48K ﹤0.01% 743