Waypoint Wealth Counsel’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
$336K Sell
2,993
-2,275
-43% -$256K 0.17% 99
2025
Q1
$478K Buy
5,268
+3
+0.1% +$272 0.3% 57
2024
Q4
$537K Buy
5,265
+3
+0.1% +$306 0.35% 49
2024
Q3
$505K Buy
5,262
+2,054
+64% +$197K 0.34% 52
2024
Q2
$303K Buy
+3,208
New +$303K 0.23% 63