Kingswood Wealth 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	$601K	Buy	5,492 +2,463	+81%	+$270K	0.05%	364
2025 Q1	$271K	Sell	3,029 -502	-14%	-$44.9K	0.02%	582
2024 Q4	$354K	Buy	+3,531	New	+$354K	0.03%	551
2023 Q3	–	Sell	-3,370	Closed	-$233K	–	459
2023 Q2	$233K	Buy	+3,370	New	+$233K	0.07%	228