Lyell Wealth Management’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 | $1.14M | Buy |
10,377
+5,125
| +98% | +$561K | 0.09% | 116 |
|
|
2025
Q1 | $467K | Buy |
5,252
+888
| +20% | +$79K | 0.04% | 149 |
|
|
2024
Q4 | $437K | Buy |
4,364
+533
| +14% | +$53.4K | 0.04% | 149 |
|
|
2024
Q3 | $342K | Buy |
3,831
+175
| +5% | +$15.6K | 0.03% | 170 |
|
|
2024
Q2 | $318K | Sell |
3,656
-19,369
| -84% | -$1.68M | 0.03% | 165 |
|
|
2024
Q1 | $1.96M | Sell |
23,025
-2,300
| -9% | -$196K | 0.2% | 96 |
|
|
2023
Q4 | $2.05M | Buy |
25,325
+21,925
| +645% | +$1.78M | 0.23% | 94 |
|
|
2023
Q3 | $232K | Sell |
3,400
-125
| -4% | -$8.53K | 0.03% | 168 |
|
|
2023
Q2 | $244K | Buy |
3,525
+50
| +1% | +$3.46K | 0.03% | 168 |
|
|
2023
Q1 | $212K | Buy |
+3,475
| New | +$212K | 0.03% | 192 |
|