IWA
IBEX Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,984
-17,041
| -85% | -$1.87M | 0.03% | 165 |
|
|
2025
Q1 | $1.78M | Buy |
20,025
+17,078
| +580% | +$1.52M | 0.24% | 82 |
|
|
2024
Q4 | $295K | Buy |
+2,947
| New | +$295K | 0.03% | 178 |
|
|
2023
Q1 | – | Sell |
-3,161
| Closed | -$809K | – | 124 |
|
|
2022
Q4 | $809K | Buy |
+3,161
| New | +$809K | 0.18% | 97 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$16K | – | 306 |
|
|
2021
Q3 | $16K | Buy |
+39
| New | +$16K | ﹤0.01% | 331 |
|
|
2019
Q3 | – | Sell |
-431
| Closed | -$94K | – | 197 |
|
|
2019
Q2 | $94K | Buy |
+431
| New | +$94K | 0.03% | 170 |
|
|
2019
Q1 | – | Sell |
-20,230
| Closed | -$3.51M | – | 104 |
|
|
2018
Q4 | $3.51M | Buy |
+20,230
| New | +$3.51M | 1.6% | 19 |
|
|
2017
Q1 | – | Sell |
-420
| Closed | -$48K | – | 207 |
|
|
2016
Q4 | $48K | Buy |
+420
| New | +$48K | 0.02% | 174 |
|