Blue Chip Partners’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
2026 Q1	–	Sell	-2,937	Closed	-$310K	–	174
2025 Q4	$310K	Buy	2,937 +69	+2%	+$7.58K	0.02%	140
2025 Q3	$330K	Buy	2,868 +23	+0.8%	+$2.55K	0.02%	132
2025 Q2	$312K	Hold	2,845	–	–	0.03%	131
2025 Q1	$253K	Sell	2,845 -2,125	-43%	-$210K	0.02%	142
2024 Q4	$498K	Buy	4,970 +375	+8%	+$37.2K	0.04%	107
2024 Q3	$411K	Hold	4,595	–	–	0.04%	103
2024 Q2	$399K	Hold	4,595	–	–	0.04%	100
2024 Q1	$392K	Sell	4,595 -605	-12%	-$51.1K	0.04%	99
2023 Q4	$422K	Hold	5,200	–	–	0.04%	97
2023 Q3	$355K	Hold	5,200	–	–	0.04%	101
2023 Q2	$360K	Sell	5,200 -275	-5%	-$17.3K	0.04%	109
2023 Q1	$334K	Buy	+5,475	New	+$307K	0.04%	109