Coastal Bridge Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.68M Buy
33,623
+2,751
+9% +$301K 0.3% 90
2025
Q1
$2.75M Buy
+30,872
New +$2.75M 0.68% 37