JFS Wealth Advisors’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 | $9.31K | Hold |
85
| – | – | ﹤0.01% | 887 |
|
|
2025
Q1 | $7.57K | Hold |
85
| – | – | ﹤0.01% | 974 |
|
|
2024
Q4 | $8.51K | Hold |
85
| – | – | ﹤0.01% | 900 |
|
|
2024
Q3 | $7.6K | Hold |
85
| – | – | ﹤0.01% | 953 |
|
|
2024
Q2 | $7.39K | Hold |
85
| – | – | ﹤0.01% | 897 |
|
|
2024
Q1 | $7.25K | Hold |
85
| – | – | ﹤0.01% | 936 |
|
|
2023
Q4 | $6.9K | Hold |
85
| – | – | ﹤0.01% | 927 |
|
|
2023
Q3 | $5.8K | Sell |
85
-165
| -66% | -$11.3K | ﹤0.01% | 927 |
|
|
2023
Q2 | $17.3K | Hold |
250
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $15.2K | Hold |
250
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $12.8K | Hold |
250
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $13K | Buy |
250
+165
| +194% | +$8.58K | ﹤0.01% | 696 |
|
|
2022
Q1 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 974 |
|
|
2019
Q3 | – | Sell |
-1,765
| Closed | -$77K | – | 527 |
|
|
2019
Q2 | $77K | Buy |
+1,765
| New | +$77K | 0.02% | 208 |
|