Guardian Wealth Advisors (North Carolina)’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 | $98.6K | Sell |
900
-262
| -23% | -$28.7K | 0.01% | 368 |
|
|
2025
Q1 | $103K | Buy |
1,162
+262
| +29% | +$23.3K | 0.01% | 346 |
|
|
2024
Q4 | $90.1K | Hold |
900
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $80.4K | Hold |
900
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $78.2K | Hold |
900
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $76.7K | Sell |
900
-260
| -22% | -$22.2K | 0.01% | 296 |
|
|
2023
Q4 | $94.1K | Hold |
1,160
| – | – | 0.01% | 269 |
|
|
2023
Q3 | $79.2K | Buy |
+1,160
| New | +$79.2K | 0.01% | 268 |
|
|
2023
Q2 | – | Sell |
-385
| Closed | -$23.5K | – | 424 |
|
|
2023
Q1 | $23.5K | Buy |
+385
| New | +$23.5K | ﹤0.01% | 309 |
|