Chicago 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 | $11.6M | Sell |
106,316
-176
| -0.2% | -$19.3K | 5.55% | 4 |
|
2025
Q1 | $9.48M | Buy |
106,492
+764
| +0.7% | +$68K | 4.97% | 11 |
|
2024
Q4 | $10.6M | Buy |
+105,728
| New | +$10.6M | 5.5% | 5 |
|
2024
Q3 | – | Sell |
-122,016
| Closed | -$10.6M | – | 50 |
|
2024
Q2 | $10.6M | Buy |
122,016
+2,914
| +2% | +$253K | 6.1% | 2 |
|
2024
Q1 | $10.2M | Buy |
119,102
+657
| +0.6% | +$56K | 6.03% | 4 |
|
2023
Q4 | $9.61M | Sell |
118,445
-730
| -0.6% | -$59.2K | 6.57% | 2 |
|
2023
Q3 | $8.13M | Buy |
119,175
+180
| +0.2% | +$12.3K | 6.41% | 7 |
|
2023
Q2 | $8.23M | Buy |
+118,995
| New | +$8.23M | 6.27% | 8 |
|