Empirical Wealth Management’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
2024
Q4
Sell
-2,845
Closed -$254K 615
2024
Q3
$254K Hold
2,845
0.01% 490
2024
Q2
$247K Hold
2,845
0.01% 486
2024
Q1
$243K Sell
2,845
-45
-2% -$3.84K 0.01% 473
2023
Q4
$234K Buy
+2,890
New +$234K 0.01% 440