Middleton & Co’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 | $274K | Hold |
2,500
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $222K | Hold |
2,500
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $250K | Hold |
2,500
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $223K | Hold |
2,500
| – | – | 0.02% | 157 |
|
|
2024
Q2 | $217K | Hold |
2,500
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $213K | Hold |
2,500
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $203K | Buy |
+2,500
| New | +$203K | 0.03% | 156 |
|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$200K | – | 164 |
|
|
2021
Q3 | $200K | Buy |
+2,500
| New | +$200K | 0.02% | 157 |
|