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L.J. Altfest & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.39M Buy
+49,267
New +$5.39M 0.64% 34
2025
Q1
Sell
-22,293
Closed -$2.23M 343
2024
Q4
$2.23M Buy
+22,293
New +$2.23M 0.28% 68
2022
Q4
Sell
-14,514
Closed -$3.63M 266
2022
Q3
$3.63M Sell
14,514
-5,223
-26% -$1.31M 0.68% 27
2022
Q2
$5.32M Sell
19,737
-9,933
-33% -$2.68M 0.96% 23
2022
Q1
$10.2M Buy
+29,670
New +$10.2M 1.83% 13