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

Institute for Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$201K	Sell
2025 Q2	$211K	Sell
2025 Q1	$458K	Hold
2024 Q4	$516K	Buy
2024 Q3	$437K	Buy
2024 Q2	$413K	Hold
2024 Q1	$405K	Buy
2023 Q4	$308K	Buy
2020 Q1	–	Sell
2019 Q4	$64K	Buy