KWM
Kingsview 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 | $321K | Buy |
+2,928
| New | +$321K | 0.01% | 913 |
|
|
2024
Q2 | – | Sell |
-3,020
| Closed | -$258K | – | 1078 |
|
|
2024
Q1 | $258K | Buy |
3,020
+2,290
| +314% | +$195K | 0.01% | 876 |
|
|
2023
Q4 | $296K | Buy |
+730
| New | +$296K | 0.01% | 775 |
|
|
2021
Q1 | – | Sell |
-849
| Closed | -$301K | – | 839 |
|
|
2020
Q4 | $301K | Buy |
849
+3
| +0.4% | +$1.06K | 0.02% | 551 |
|
|
2020
Q3 | $263K | Buy |
+846
| New | +$263K | 0.02% | 506 |
|