Summit Trail Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.16M | Sell |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.54M | Sell |
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|
2022
Q1 | $16.9M | Sell |
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|
2021
Q4 | $43.5M | Sell |
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|
2021
Q3 | $44.5M | Buy |
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|
2021
Q2 | $39.4M | Buy |
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|
2021
Q1 | $29M | Buy |
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|
2020
Q4 | $24.2M | Buy |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $12M | Buy |
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