Bartlett & Co 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 | $223K | Buy |
2,035
+165
| +9% | +$18.1K | ﹤0.01% | 430 |
|
|
2025
Q1 | $166K | Hold |
1,870
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $187K | Sell |
1,870
-80
| -4% | -$8.01K | ﹤0.01% | 449 |
|
|
2024
Q3 | $174K | Buy |
1,950
+80
| +4% | +$7.15K | ﹤0.01% | 463 |
|
|
2024
Q2 | $163K | Sell |
1,870
-255
| -12% | -$22.2K | ﹤0.01% | 463 |
|
|
2024
Q1 | $181K | Buy |
2,125
+230
| +12% | +$19.6K | ﹤0.01% | 460 |
|
|
2023
Q4 | $155K | Buy |
+1,895
| New | +$155K | ﹤0.01% | 507 |
|