CreativeOne Wealth’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
Q1 | – | Sell |
-8,967
| Closed | -$898K | – | 1103 |
|
|
2024
Q4 | $898K | Sell |
8,967
-383
| -4% | -$38.3K | 0.03% | 504 |
|
|
2024
Q3 | $836K | Buy |
9,350
+1,982
| +27% | +$177K | 0.03% | 487 |
|
|
2024
Q2 | $640K | Buy |
+7,368
| New | +$640K | 0.03% | 421 |
|
|
2022
Q1 | – | Sell |
-3,320
| Closed | -$264K | – | 765 |
|
|
2021
Q4 | $264K | Buy |
3,320
+475
| +17% | +$37.8K | 0.01% | 625 |
|
|
2021
Q3 | $227K | Buy |
+2,845
| New | +$227K | 0.01% | 629 |
|
|
2020
Q3 | – | Sell |
-4,170
| Closed | -$237K | – | 270 |
|
|
2020
Q2 | $237K | Buy |
+4,170
| New | +$237K | 0.04% | 217 |
|