Carson Wealth (CWM LLC)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.9M | Buy |
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|
2025
Q2 | $17.7M | Buy |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $14.5M | Sell |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $851K | Sell |
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|
2022
Q3 | $942K | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.21M | Hold |
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|
2020
Q3 | $1.21M | Hold |
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|
2020
Q2 | $1.21M | Hold |
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|
2020
Q1 | $1.21M | Hold |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.21M | Hold |
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|
2019
Q2 | $1.21M | Hold |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $18K | Buy |
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