Surience Private Wealth’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 Q1	–	Sell	-44,493	Closed	-$4.45M	–	30
2024 Q4	$4.45M	Buy	+44,493	New	+$4.45M	5.75%	6