IBEX Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,556	Closed	-$1.33M	–	206
2025 Q4	$1.33M	Sell	12,556 -467	-4%	-$51.3K	0.13%	97
2025 Q3	$1.5M	Buy	13,023 +10,039	+336%	+$1.11M	0.14%	99
2025 Q2	$327K	Sell	2,984 -17,041	-85%	-$1.69M	0.03%	165
2025 Q1	$1.78M	Buy	20,025 +17,078	+580%	+$1.69M	0.24%	82
2024 Q4	$295K	Buy	+2,947	New	+$292K	0.03%	178
2023 Q1	–	Sell	-15,805	Closed	-$809K	–	124
2022 Q4	$809K	Buy	+15,805	New	+$819K	0.18%	97
2021 Q4	–	Sell	-195	Closed	-$16K	–	306
2021 Q3	$16K	Buy	+195	New	+$15.9K	﹤0.01%	331
2019 Q3	–	Sell	-2,155	Closed	-$94K	–	211
2019 Q2	$94K	Buy	+2,155	New	+$92.4K	0.03%	172
2019 Q1	–	Sell	-101,150	Closed	-$3.51M	–	104
2018 Q4	$3.51M	Buy	+101,150	New	+$3.67M	1.6%	19
2017 Q1	–	Sell	-2,100	Closed	-$48K	–	207
2016 Q4	$48K	Buy	+2,100	New	+$47K	0.02%	174