HB 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
2025
Q2
$1.5M Buy
13,695
+10
+0.1% +$1.1K 0.01% 423
2025
Q1
$1.22M Buy
13,685
+7,671
+128% +$683K 0.01% 485
2024
Q4
$602K Buy
6,014
+224
+4% +$22.4K 0.01% 554
2024
Q3
$517K Hold
5,790
0.01% 571
2024
Q2
$503K Buy
5,790
+1,250
+28% +$109K 0.01% 541
2024
Q1
$387K Buy
+4,540
New +$387K ﹤0.01% 569