CWA
Cascade Wealth 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 | $1.29M | Sell |
11,745
-3,230
| -22% | -$354K | 0.73% | 24 |
|
|
2025
Q1 | $1.33M | Sell |
14,975
-2,350
| -14% | -$209K | 0.92% | 22 |
|
|
2024
Q4 | $1.73M | Sell |
17,325
-200
| -1% | -$20K | 1.17% | 22 |
|
|
2024
Q3 | $1.57M | Sell |
17,525
-1,750
| -9% | -$156K | 1.12% | 24 |
|
|
2024
Q2 | $1.61M | Sell |
19,275
-1,700
| -8% | -$142K | 1.19% | 24 |
|
|
2024
Q1 | $1.74M | Buy |
+20,975
| New | +$1.74M | 1.47% | 21 |
|