Montis Financial’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
$1.51M Sell
13,811
-3,155
-19% -$345K 0.42% 40
2025
Q1
$1.51M Sell
16,966
-2,597
-13% -$231K 0.44% 37
2024
Q4
$1.96M Buy
+19,563
New +$1.96M 0.61% 31