CWS
Confluence Wealth Services’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 | $238K | Buy |
+2,175
| New | +$238K | 0.01% | 332 |
|
|
2025
Q1 | – | Sell |
-2,175
| Closed | -$227K | – | 347 |
|
|
2024
Q4 | $227K | Buy |
+2,175
| New | +$227K | 0.01% | 305 |
|
|
2022
Q1 | – | Sell |
-285
| Closed | -$113K | – | 666 |
|
|
2021
Q4 | $113K | Buy |
+285
| New | +$113K | 0.04% | 313 |
|