KWB Wealth’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 | $579K | Sell |
6,509
-2,899
| -31% | -$258K | 0.07% | 89 |
|
|
2025
Q1 | $942K | Buy |
9,408
+482
| +5% | +$48.3K | 0.11% | 79 |
|
|
2024
Q4 | $798K | Buy |
8,926
+1,893
| +27% | +$169K | 0.1% | 71 |
|
|
2024
Q3 | $611K | Sell |
7,033
-2,469
| -26% | -$215K | 0.08% | 73 |
|
|
2024
Q2 | $810K | Hold |
9,502
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $810K | Buy |
+9,502
| New | +$810K | 0.11% | 67 |
|