CWMK
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Caliber Wealth Management (Kansas)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.3M Sell
20,998
-125
-0.6% -$13.7K 0.25% 85
2025
Q1 		$1.88M Buy
+21,123
New +$1.88M 0.26% 94