EverSource Wealth Advisors’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 | $8.54K | Hold |
78
| – | – | ﹤0.01% | 2895 |
|
2025
Q1 | $6.94K | Hold |
78
| – | – | ﹤0.01% | 2326 |
|
2024
Q4 | $7.81K | Buy |
78
+28
| +56% | +$2.8K | ﹤0.01% | 2135 |
|
2024
Q3 | $4.47K | Hold |
50
| – | – | ﹤0.01% | 2270 |
|
2024
Q2 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 2277 |
|
2024
Q1 | $3.95K | Hold |
50
| – | – | ﹤0.01% | 2155 |
|
2023
Q4 | $4.06K | Hold |
50
| – | – | ﹤0.01% | 1941 |
|
2023
Q3 | $3.41K | Hold |
50
| – | – | ﹤0.01% | 1843 |
|
2023
Q2 | $3.46K | Buy |
+50
| New | +$3.46K | ﹤0.01% | 1873 |
|