Atria Wealth Solutions’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 | $2.03M | Sell |
18,492
-19,956
| -52% | -$2.19M | 0.05% | 415 |
|
|
2025
Q1 | $3.42M | Sell |
38,448
-10,012
| -21% | -$891K | 0.04% | 450 |
|
|
2024
Q4 | $4.85M | Buy |
48,460
+11,798
| +32% | +$1.18M | 0.05% | 356 |
|
|
2024
Q3 | $3.28M | Sell |
36,662
-9,745
| -21% | -$871K | 0.04% | 468 |
|
|
2024
Q2 | $4.03M | Sell |
46,407
-10,018
| -18% | -$871K | 0.04% | 388 |
|
|
2024
Q1 | $4.81M | Sell |
56,425
-16,965
| -23% | -$1.45M | 0.05% | 350 |
|
|
2023
Q4 | $5.95M | Sell |
73,390
-4,825
| -6% | -$391K | 0.07% | 262 |
|
|
2023
Q3 | $5.34M | Buy |
78,215
+3,785
| +5% | +$258K | 0.07% | 275 |
|
|
2023
Q2 | $5.15M | Sell |
74,430
-2,750
| -4% | -$190K | 0.07% | 275 |
|
|
2023
Q1 | $4.7M | Sell |
77,180
-4,850
| -6% | -$296K | 0.07% | 281 |
|
|
2022
Q4 | $4.2M | Sell |
82,030
-8,530
| -9% | -$436K | 0.07% | 287 |
|
|
2022
Q3 | $4.53M | Buy |
90,560
+64,340
| +245% | +$3.22M | 0.08% | 250 |
|
|
2022
Q2 | $1.41M | Sell |
26,220
-44,335
| -63% | -$2.39M | 0.03% | 544 |
|
|
2022
Q1 | $4.87M | Buy |
+70,555
| New | +$4.87M | 0.08% | 260 |
|