First Foundation 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 | $357K | Hold |
3,257
| – | – | 0.01% | 267 |
|
|
2025
Q1 | $290K | Buy |
3,257
+1
| +0% | +$89 | 0.01% | 275 |
|
|
2024
Q4 | $326K | Hold |
3,256
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $291K | Sell |
3,256
-299
| -8% | -$26.7K | 0.01% | 288 |
|
|
2024
Q2 | $309K | Buy |
3,555
+300
| +9% | +$26.1K | 0.01% | 277 |
|
|
2024
Q1 | $278K | Hold |
3,255
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $264K | Hold |
3,255
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $222K | Hold |
3,255
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $225K | Buy |
+3,255
| New | +$225K | 0.01% | 365 |
|
|
2023
Q1 | – | Sell |
-4,080
| Closed | -$209K | – | 404 |
|
|
2022
Q4 | $209K | Buy |
+4,080
| New | +$209K | 0.01% | 362 |
|