Madison Wealth 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 | $754K | Sell |
6,882
-56
| -0.8% | -$6.13K | 0.16% | 65 |
|
|
2025
Q1 | $617K | Buy |
6,938
+503
| +8% | +$44.8K | 0.15% | 72 |
|
|
2024
Q4 | $644K | Hold |
6,435
| – | – | 0.18% | 68 |
|
|
2024
Q3 | $575K | Sell |
6,435
-11
| -0.2% | -$983 | 0.17% | 71 |
|
|
2024
Q2 | $560K | Buy |
6,446
+81
| +1% | +$7.04K | 0.19% | 63 |
|
|
2024
Q1 | $543K | Sell |
6,365
-30
| -0.5% | -$2.56K | 0.2% | 63 |
|
|
2023
Q4 | $519K | Buy |
6,395
+95
| +2% | +$7.71K | 0.21% | 61 |
|
|
2023
Q3 | $430K | Sell |
6,300
-810
| -11% | -$55.3K | 0.22% | 53 |
|
|
2023
Q2 | $492K | Hold |
7,110
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $433K | Sell |
7,110
-40
| -0.6% | -$2.44K | 0.22% | 49 |
|
|
2022
Q4 | $366K | Sell |
7,150
-830
| -10% | -$42.5K | 0.21% | 54 |
|
|
2022
Q3 | $399K | Sell |
7,980
-350
| -4% | -$17.5K | 0.26% | 46 |
|
|
2022
Q2 | $449K | Sell |
8,330
-1,965
| -19% | -$106K | 0.29% | 40 |
|
|
2022
Q1 | $710K | Buy |
10,295
+2,340
| +29% | +$161K | 0.4% | 28 |
|
|
2021
Q4 | $633K | Buy |
7,955
+1,335
| +20% | +$106K | 0.32% | 29 |
|
|
2021
Q3 | $528K | Buy |
6,620
+145
| +2% | +$11.6K | 0.3% | 32 |
|
|
2021
Q2 | $505K | Buy |
6,475
+2,385
| +58% | +$186K | 0.29% | 32 |
|
|
2021
Q1 | $290K | Buy |
4,090
+125
| +3% | +$8.86K | 0.2% | 37 |
|
|
2020
Q4 | $280K | Buy |
+3,965
| New | +$280K | 0.19% | 39 |
|