Wealth Enhancement Advisory Services’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 | $2.85M | Sell |
25,154
-12,466
| -33% | -$1.41M | ﹤0.01% | 1179 |
|
2025
Q1 | $3.41M | Sell |
37,620
-9,056
| -19% | -$821K | 0.01% | 991 |
|
2024
Q4 | $4.77M | Buy |
46,676
+24,891
| +114% | +$2.54M | 0.01% | 818 |
|
2024
Q3 | $2.09M | Sell |
21,785
-932
| -4% | -$89.4K | ﹤0.01% | 1021 |
|
2024
Q2 | $2.14M | Buy |
22,717
+3,810
| +20% | +$359K | 0.01% | 956 |
|
2024
Q1 | $1.63M | Buy |
18,907
+187
| +1% | +$16.1K | ﹤0.01% | 1028 |
|
2023
Q4 | $1.4M | Buy |
18,720
+1,500
| +9% | +$112K | ﹤0.01% | 1024 |
|
2023
Q3 | $1.1M | Buy |
+17,220
| New | +$1.1M | ﹤0.01% | 1057 |
|