JFS Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31K | Hold |
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2025
Q1 | $7.57K | Hold |
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|
2024
Q4 | $8.51K | Hold |
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|
2024
Q3 | $7.6K | Hold |
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|
2024
Q2 | $7.39K | Hold |
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|
2024
Q1 | $7.25K | Hold |
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|
2023
Q4 | $6.9K | Hold |
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|
2023
Q3 | $5.8K | Sell |
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|
2023
Q2 | $17.3K | Hold |
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|
2023
Q1 | $15.2K | Hold |
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|
2022
Q4 | $12.8K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $77K | Buy |
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