Investmark Advisory Group’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 | $470K | Hold |
4,288
| – | – | 0.22% | 76 |
|
|
2025
Q1 | $382K | Sell |
4,288
-1,503
| -26% | -$134K | 0.19% | 78 |
|
|
2024
Q4 | $580K | Hold |
5,791
| – | – | 0.28% | 59 |
|
|
2024
Q3 | $518K | Sell |
5,791
-24
| -0.4% | -$2.15K | 0.25% | 68 |
|
|
2024
Q2 | $505K | Hold |
5,815
| – | – | 0.27% | 66 |
|
|
2024
Q1 | $496K | Sell |
5,815
-5
| -0.1% | -$426 | 0.27% | 68 |
|
|
2023
Q4 | $472K | Hold |
5,820
| – | – | 0.28% | 69 |
|
|
2023
Q3 | $397K | Hold |
5,820
| – | – | 0.27% | 69 |
|
|
2023
Q2 | $403K | Buy |
+5,820
| New | +$403K | 0.27% | 67 |
|
|
2022
Q1 | – | Sell |
-45
| Closed | -$3K | – | 223 |
|
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 341 |
|