West Branch Capital’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 Q4	–	Sell	-10	Closed	-$1.05K	–	443
2025 Q3	$1.05K	Hold	10	–	–	﹤0.01%	376
2025 Q2	$1.05K	Hold	10	–	–	﹤0.01%	393
2025 Q1	$890	Hold	10	–	–	﹤0.01%	421
2024 Q4	$1K	Hold	10	–	–	﹤0.01%	401
2024 Q3	$894	Hold	10	–	–	﹤0.01%	391
2024 Q2	$870	Buy	10 +8	+400%	+$657	﹤0.01%	393
2024 Q1	$171	Sell	2 -8	-80%	-$675	﹤0.01%	411
2023 Q4	$812	Hold	10	–	–	﹤0.01%	413
2023 Q3	$683	Hold	10	–	–	﹤0.01%	406
2023 Q2	$692	Hold	10	–	–	﹤0.01%	409
2023 Q1	$610	Hold	10	–	–	﹤0.01%	416
2022 Q4	$512	Hold	10	–	–	﹤0.01%	419
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	423
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	404
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	402
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	431
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	408
2021 Q2	$1K	Buy	+10	New	+$725	﹤0.01%	422