GeoWealth Management’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 | $409K | Buy |
3,735
+126
| +3% | +$13.8K | 0.02% | 453 |
|
|
2025
Q1 | $321K | Buy |
3,609
+2,464
| +215% | +$219K | 0.01% | 535 |
|
|
2024
Q4 | $115K | Buy |
+1,145
| New | +$115K | ﹤0.01% | 928 |
|
|
2022
Q2 | – | Sell |
-19,370
| Closed | -$1.34M | – | 358 |
|
|
2022
Q1 | $1.34M | Sell |
19,370
-1,080
| -5% | -$74.5K | 0.12% | 125 |
|
|
2021
Q4 | $1.63M | Sell |
20,450
-60
| -0.3% | -$4.77K | 0.13% | 114 |
|
|
2021
Q3 | $1.64M | Sell |
20,510
-275
| -1% | -$21.9K | 0.13% | 127 |
|
|
2021
Q2 | $1.62M | Buy |
+20,785
| New | +$1.62M | 0.21% | 84 |
|
|
2021
Q1 | – | Sell |
-20,555
| Closed | -$1.46M | – | 220 |
|
|
2020
Q4 | $1.46M | Buy |
+20,555
| New | +$1.46M | 0.23% | 90 |
|