Carret Asset Management’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
$461K Hold
2025
Q1
$375K Hold
2024
Q4
$422K Sell
2024
Q3
$383K Sell
2024
Q2
$389K Sell
2024
Q1
$399K Hold
2023
Q4
$380K Sell
2023
Q3
$321K Sell
2023
Q2
$343K Sell
2023
Q1
$310K Buy
2022
Q4
$244K Sell
2022
Q3
$274K Hold
2022
Q2
$295K Buy
2022
Q1
$223K Buy