LFS
Legacy Financial Strategies’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 | $779K | Sell |
7,111
-5
| -0.1% | -$548 | 0.15% | 65 |
|
|
2025
Q1 | $633K | Buy |
7,116
+64
| +0.9% | +$5.7K | 0.14% | 62 |
|
|
2024
Q4 | $705K | Hold |
7,052
| – | – | 0.15% | 62 |
|
|
2024
Q3 | $630K | Buy |
7,052
+743
| +12% | +$66.4K | 0.14% | 64 |
|
|
2024
Q2 | $554K | Buy |
6,309
+474
| +8% | +$41.7K | 0.13% | 62 |
|
|
2024
Q1 | $498K | Buy |
5,835
+4,682
| +406% | +$399K | 0.13% | 61 |
|
|
2023
Q4 | $468K | Buy |
1,153
+493
| +75% | +$200K | 0.13% | 56 |
|
|
2023
Q3 | $237K | Hold |
660
| – | – | 0.08% | 67 |
|
|
2023
Q2 | $228K | Buy |
+660
| New | +$228K | 0.08% | 69 |
|
|
2021
Q1 | – | Sell |
-820
| Closed | -$290K | – | 66 |
|
|
2020
Q4 | $290K | Buy |
820
+54
| +7% | +$19.1K | 0.15% | 57 |
|
|
2020
Q3 | $238K | Sell |
766
-197
| -20% | -$61.2K | 0.14% | 57 |
|
|
2020
Q2 | $274K | Hold |
963
| – | – | 0.21% | 52 |
|
|
2020
Q1 | $203K | Sell |
963
-2,203
| -70% | -$464K | 0.19% | 53 |
|
|
2019
Q4 | $738K | Buy |
+3,166
| New | +$738K | 0.6% | 38 |
|