Arkadios Wealth 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 | $240K | Buy |
+2,189
| New | +$240K | 0.01% | 1110 |
|
|
2025
Q1 | – | Sell |
-2,220
| Closed | -$222K | – | 1133 |
|
|
2024
Q4 | $222K | Sell |
2,220
-207
| -9% | -$20.7K | 0.01% | 821 |
|
|
2024
Q3 | $217K | Buy |
2,427
+75
| +3% | +$6.7K | 0.01% | 811 |
|
|
2024
Q2 | $204K | Buy |
+2,352
| New | +$204K | 0.01% | 759 |
|
|
2021
Q4 | – | Sell |
-1,995
| Closed | -$159K | – | 1139 |
|
|
2021
Q3 | $159K | Buy |
1,995
+1,220
| +157% | +$97.2K | 0.02% | 565 |
|
|
2021
Q2 | $60K | Hold |
775
| – | – | 0.01% | 864 |
|
|
2021
Q1 | $53K | Hold |
775
| – | – | 0.01% | 677 |
|
|
2020
Q4 | $55K | Buy |
775
+260
| +50% | +$18.5K | 0.01% | 537 |
|
|
2020
Q3 | $34.4K | Hold |
515
| – | – | 0.02% | 481 |
|
|
2020
Q2 | $29.7K | Sell |
515
-5
| -1% | -$289 | 0.02% | 468 |
|
|
2020
Q1 | $21.8K | Buy |
520
+5
| +1% | +$209 | 0.01% | 471 |
|
|
2019
Q4 | $27K | Buy |
+515
| New | +$27K | 0.02% | 404 |
|