Williams Jones Wealth Management’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
$303K Sell
2,770
-25
-0.9% -$2.74K ﹤0.01% 414
2025
Q1
$249K Buy
+2,795
New +$249K ﹤0.01% 429