CWA
Clarus 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 | – | Sell |
-9,639
| Closed | -$863K | – | 92 |
|
|
2025
Q1 | $863K | Buy |
9,639
+1,672
| +21% | +$150K | 0.46% | 54 |
|
|
2024
Q4 | $768K | Buy |
+7,967
| New | +$768K | 0.38% | 64 |
|
|
2022
Q3 | – | Sell |
-1,555
| Closed | -$437K | – | 113 |
|
|
2022
Q2 | $437K | Buy |
+1,555
| New | +$437K | 0.31% | 64 |
|
|
2021
Q2 | – | Sell |
-1,067
| Closed | -$388K | – | 115 |
|
|
2021
Q1 | $388K | Buy |
1,067
+34
| +3% | +$12.4K | 0.24% | 77 |
|
|
2020
Q4 | $364K | Sell |
1,033
-28
| -3% | -$9.87K | 0.24% | 84 |
|
|
2020
Q3 | $332K | Buy |
1,061
+119
| +13% | +$37.2K | 0.26% | 86 |
|
|
2020
Q2 | $274K | Buy |
+942
| New | +$274K | 0.23% | 93 |
|
|
2019
Q3 | – | Sell |
-863
| Closed | -$189K | – | 336 |
|
|
2019
Q2 | $189K | Buy |
863
+17
| +2% | +$3.72K | 0.14% | 116 |
|
|
2019
Q1 | $178K | Buy |
+846
| New | +$178K | 0.13% | 117 |
|