Concurrent Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
34,308
+685
| +2% | +$75K | 0.07% | 278 |
|
|
2025
Q1 | $2.99M | Buy |
33,623
+21,694
| +182% | +$1.93M | 0.07% | 280 |
|
|
2024
Q4 | $1.19M | Buy |
11,929
+9,136
| +327% | +$915K | 0.03% | 443 |
|
|
2024
Q3 | $250K | Buy |
2,793
+273
| +11% | +$24.4K | 0.01% | 842 |
|
|
2024
Q2 | $219K | Hold |
2,520
| – | – | 0.01% | 835 |
|
|
2024
Q1 | $215K | Sell |
2,520
-6,190
| -71% | -$528K | 0.01% | 780 |
|
|
2023
Q4 | $707K | Buy |
+8,710
| New | +$707K | 0.03% | 405 |
|