Wealthspire Advisors (New York)’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 | $966K | Sell |
8,597
-941
| -10% | -$106K | 0.01% | 392 |
|
|
2025
Q1 | $865K | Buy |
9,538
+5,469
| +134% | +$496K | 0.01% | 406 |
|
|
2024
Q4 | $415K | Buy |
4,069
+469
| +13% | +$47.9K | ﹤0.01% | 566 |
|
|
2024
Q3 | $345K | Hold |
3,600
| – | – | ﹤0.01% | 588 |
|
|
2024
Q2 | $340K | Hold |
3,600
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $310K | Hold |
3,600
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $269K | Buy |
+3,600
| New | +$269K | ﹤0.01% | 548 |
|