IFWM
Institute for Wealth Management’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 | $211K | Sell |
1,930
-3,220
| -63% | -$353K | 0.02% | 526 |
|
|
2025
Q1 | $458K | Hold |
5,150
| – | – | 0.06% | 308 |
|
|
2024
Q4 | $516K | Buy |
5,150
+255
| +5% | +$25.5K | 0.06% | 281 |
|
|
2024
Q3 | $437K | Buy |
4,895
+140
| +3% | +$12.5K | 0.06% | 325 |
|
|
2024
Q2 | $413K | Hold |
4,755
| – | – | 0.06% | 320 |
|
|
2024
Q1 | $405K | Buy |
4,755
+3,996
| +526% | +$341K | 0.05% | 321 |
|
|
2023
Q4 | $308K | Buy |
+759
| New | +$308K | 0.05% | 362 |
|
|
2020
Q1 | – | Sell |
-274
| Closed | -$64K | – | 510 |
|
|
2019
Q4 | $64K | Buy |
+274
| New | +$64K | 0.01% | 499 |
|