Waverly Advisors’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
Q2
$422K Sell
3,757
-176
-4% -$19.8K ﹤0.01% 852
2025
Q1
$357K Buy
3,933
+429
+12% +$38.9K ﹤0.01% 872
2024
Q4
$358K Buy
3,504
+123
+4% +$12.6K 0.01% 768
2024
Q3
$324K Sell
3,381
-3
-0.1% -$288 0.01% 666
2024
Q2
$319K Buy
+3,384
New +$319K 0.01% 653