Chicago Wealth 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
2026 Q1	–	Sell	-11,656	Closed	-$1.23M	–	60
2025 Q4	$1.23M	Sell	11,656 -95,085	-89%	-$10.5M	0.5%	28
2025 Q3	$12.3M	Buy	106,741 +425	+0.4%	+$47K	5.35%	6
2025 Q2	$11.6M	Sell	106,316 -176	-0.2%	-$17.4K	5.55%	4
2025 Q1	$9.48M	Buy	106,492 +764	+0.7%	+$75.5K	4.97%	11
2024 Q4	$10.6M	Buy	+105,728	New	+$10.5M	5.5%	5
2024 Q3	–	Sell	-122,016	Closed	-$10.6M	–	50
2024 Q2	$10.6M	Buy	122,016 +2,914	+2%	+$239K	6.1%	2
2024 Q1	$10.2M	Buy	119,102 +657	+0.6%	+$55.4K	6.03%	4
2023 Q4	$9.61M	Sell	118,445 -730	-0.6%	-$54K	6.57%	2
2023 Q3	$8.13M	Buy	119,175 +180	+0.2%	+$12.6K	6.41%	7
2023 Q2	$8.23M	Buy	+118,995	New	+$7.47M	6.27%	8