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CFS Investment Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

CFS Investment Advisory Services’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,834
Closed -$213K – 345
2025
Q3 		$213K Hold
1,834
– – 0.02% 330
2025
Q2 		$201K Buy
+1,834
New +$181K 0.02% 322
2022
Q3 		– Sell
-10,845
Closed -$585K – 290
2022
Q2 		$585K Sell
10,845
-8,014,185
-100% -$471M 0.09% 156
2022
Q1 		$5K Buy
8,025,030
+8,002,135
+34,951% +$550M 0.02% 207
2021
Q4 		$1.63M Sell
22,895
-8,065
-26% -$673K 0.22% 99
2021
Q3 		$2.47M Buy
+30,960
New +$2.53M 0.34% 62
2020
Q4 		$2.07M Buy
+29,220
New +$1.94M 0.33% 70

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Morgan Stanley
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MIFH
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CI
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MMH
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
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LJAF
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return