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Copia Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
1,086
-2,054
-65% -$225K 0.1% 116
2025
Q1
$279K Buy
3,140
+562
+22% +$50K 0.26% 75
2024
Q4
$258K Buy
+2,578
New +$258K 0.25% 73