Kovitz Investment Group Partners’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 | $450K | Buy |
4,109
+158
| +4% | +$17.3K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $352K | Sell |
3,951
-523
| -12% | -$46.5K | ﹤0.01% | 997 |
|
|
2024
Q4 | $448K | Buy |
4,474
+483
| +12% | +$48.4K | ﹤0.01% | 924 |
|
|
2024
Q3 | $330K | Sell |
3,991
-67
| -2% | -$5.55K | ﹤0.01% | 848 |
|
|
2024
Q2 | $353K | Buy |
4,058
+13
| +0.3% | +$1.13K | ﹤0.01% | 703 |
|
|
2024
Q1 | $345K | Buy |
+4,045
| New | +$345K | ﹤0.01% | 563 |
|
|
2023
Q1 | – | Sell |
-103,095
| Closed | -$5.28M | – | 416 |
|
|
2022
Q4 | $5.28M | Buy |
103,095
+95,525
| +1,262% | +$4.89M | 0.1% | 147 |
|
|
2022
Q3 | $379K | Sell |
7,570
-271,600
| -97% | -$13.6M | 0.01% | 342 |
|
|
2022
Q2 | $15.1M | Buy |
+279,170
| New | +$15.1M | 0.33% | 48 |
|