Gruss & Co’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 | $329K | Hold |
3,000
| – | – | 1.54% | 13 |
|
|
2025
Q1 | $267K | Hold |
3,000
| – | – | 1.16% | 18 |
|
|
2024
Q4 | $300K | Hold |
3,000
| – | – | 1.28% | 18 |
|
|
2024
Q3 | $268K | Sell |
3,000
-2,500
| -45% | -$223K | 2.12% | 14 |
|
|
2024
Q2 | $478K | Buy |
5,500
+500
| +10% | +$43.5K | 2.59% | 14 |
|
|
2024
Q1 | $426K | Hold |
5,000
| – | – | 2.35% | 15 |
|
|
2023
Q4 | $406K | Hold |
5,000
| – | – | 3.14% | 14 |
|
|
2023
Q3 | $341K | Hold |
5,000
| – | – | 2.89% | 12 |
|
|
2023
Q2 | $346K | Buy |
+5,000
| New | +$346K | 2.1% | 15 |
|