Middleton & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Middleton & Co’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	$288K	Hold
2025 Q2	$274K	Hold
2025 Q1	$222K	Hold
2024 Q4	$250K	Hold
2024 Q3	$223K	Hold
2024 Q2	$217K	Hold
2024 Q1	$213K	Hold
2023 Q4	$203K	Buy
2021 Q4	–	Sell
2021 Q3	$200K	Buy