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

Kingswood Wealth Advisors’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	$650K	Buy
2025 Q2	$601K	Buy
2025 Q1	$271K	Sell
2024 Q4	$354K	Buy
2023 Q3	–	Sell
2023 Q2	$233K	Buy