Beaumont Financial Advisors’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 Q4	–	Sell	-1,750	Closed	-$201K	–	391
2025 Q3	$201K	Buy	+1,750	New	+$194K	0.01%	387
2024 Q2	–	Sell	-2,815	Closed	-$240K	–	369
2024 Q1	$240K	Hold	2,815	–	–	0.02%	320
2023 Q4	$228K	Buy	+2,815	New	+$208K	0.02%	306
2022 Q2	–	Sell	-3,915	Closed	-$270K	–	334
2022 Q1	$270K	Buy	3,915 +750	+24%	+$51.5K	0.02%	299
2021 Q4	$252K	Hold	3,165	–	–	0.02%	307
2021 Q3	$253K	Sell	3,165 -100	-3%	-$8.16K	0.02%	297
2021 Q2	$255K	Hold	3,265	–	–	0.02%	320
2021 Q1	$223K	Buy	3,265 +60	+2%	+$4.25K	0.02%	318
2020 Q4	$227K	Sell	3,205 -125	-4%	-$8.28K	0.02%	308
2020 Q3	$207K	Buy	+3,330	New	+$200K	0.02%	298