Atria Wealth Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Sell	18,492 -19,956	-52%	-$1.97M	0.05%	415
2025 Q1	$3.42M	Sell	38,448 -10,012	-21%	-$989K	0.04%	452
2024 Q4	$4.85M	Buy	48,460 +11,798	+32%	+$1.17M	0.05%	358
2024 Q3	$3.28M	Sell	36,662 -9,745	-21%	-$835K	0.04%	470
2024 Q2	$4.03M	Sell	46,407 -10,018	-18%	-$823K	0.04%	390
2024 Q1	$4.81M	Sell	56,425 -16,965	-23%	-$1.43M	0.05%	352
2023 Q4	$5.95M	Sell	73,390 -4,825	-6%	-$357K	0.07%	263
2023 Q3	$5.34M	Buy	78,215 +3,785	+5%	+$265K	0.07%	275
2023 Q2	$5.15M	Sell	74,430 -2,750	-4%	-$173K	0.07%	275
2023 Q1	$4.7M	Sell	77,180 -4,850	-6%	-$272K	0.07%	281
2022 Q4	$4.2M	Sell	82,030 -8,530	-9%	-$442K	0.07%	287
2022 Q3	$4.53M	Buy	90,560 +64,340	+245%	+$3.66M	0.08%	250
2022 Q2	$1.41M	Sell	26,220 -44,335	-63%	-$2.61M	0.03%	561
2022 Q1	$4.87M	Buy	+70,555	New	+$4.85M	0.08%	260