Waverly Advisors’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	$29.2M	Buy	266,721 +167,429	+169%	+$18.3M	0.32%	64
2025 Q1	$8.84M	Buy	99,292 +93,110	+1,506%	+$8.29M	0.11%	195
2024 Q4	$619K	Buy	+6,182	New	+$619K	0.01%	630
2024 Q2	–	Sell	-725	Closed	-$61.8K	–	816
2024 Q1	$61.8K	Buy	+725	New	+$61.8K	﹤0.01%	682