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

Lyell 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 Q2	$1.14M	Buy
2025 Q1	$467K	Buy
2024 Q4	$437K	Buy
2024 Q3	$342K	Buy
2024 Q2	$318K	Sell
2024 Q1	$1.96M	Sell
2023 Q4	$2.05M	Buy
2023 Q3	$232K	Sell
2023 Q2	$244K	Buy
2023 Q1	$212K	Buy