CFA
Cahill Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Sell |
9,013
-14
| -0.2% | -$1.53K | 0.12% | 121 |
|
|
2025
Q1 | $803K | Sell |
9,027
-11
| -0.1% | -$979 | 0.11% | 133 |
|
|
2024
Q4 | $905K | Hold |
9,038
| – | – | 0.12% | 124 |
|
|
2024
Q3 | $808K | Sell |
9,038
-315
| -3% | -$28.2K | 0.11% | 127 |
|
|
2024
Q2 | $813K | Hold |
9,353
| – | – | 0.11% | 136 |
|
|
2024
Q1 | $798K | Buy |
9,353
+6,626
| +243% | +$565K | 0.11% | 142 |
|
|
2023
Q4 | $1.11M | Hold |
2,727
| – | – | 0.16% | 112 |
|
|
2023
Q3 | $931K | Sell |
2,727
-93
| -3% | -$31.7K | 0.15% | 124 |
|
|
2023
Q2 | $975K | Sell |
2,820
-77
| -3% | -$26.6K | 0.16% | 118 |
|
|
2023
Q1 | $883K | Hold |
2,897
| – | – | 0.16% | 123 |
|
|
2022
Q4 | $741K | Sell |
2,897
-2,324
| -45% | -$595K | 0.14% | 132 |
|
|
2022
Q3 | $1.31M | Sell |
5,221
-62
| -1% | -$15.5K | 0.28% | 85 |
|
|
2022
Q2 | $1.42M | Sell |
5,283
-2,843
| -35% | -$766K | 0.3% | 78 |
|
|
2022
Q1 | $2.8M | Sell |
8,126
-1,135
| -12% | -$392K | 0.53% | 49 |
|
|
2021
Q4 | $3.68M | Buy |
9,261
+124
| +1% | +$49.3K | 0.71% | 38 |
|
|
2021
Q3 | $3.65M | Buy |
9,137
+25
| +0.3% | +$9.98K | 0.75% | 30 |
|
|
2021
Q2 | $3.55M | Sell |
9,112
-1,579
| -15% | -$616K | 0.8% | 29 |
|
|
2021
Q1 | $3.65M | Buy |
10,691
+53
| +0.5% | +$18.1K | 0.89% | 26 |
|
|
2020
Q4 | $3.77M | Buy |
10,638
+382
| +4% | +$135K | 0.95% | 21 |
|
|
2020
Q3 | $3.19M | Hold |
10,256
| – | – | 1.15% | 19 |
|
|
2020
Q2 | $2.92M | Buy |
+10,256
| New | +$2.92M | 1.13% | 21 |
|