MWM
MGB Wealth Management’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 | $2.79M | Sell |
25,508
-50
| -0.2% | -$5.47K | 0.92% | 20 |
|
|
2025
Q1 | $2.28M | Buy |
25,558
+1,318
| +5% | +$117K | 0.82% | 27 |
|
|
2024
Q4 | $2.43M | Buy |
24,240
+2,582
| +12% | +$259K | 0.75% | 24 |
|
|
2024
Q3 | $1.94M | Sell |
21,658
-1,055
| -5% | -$94.3K | 0.7% | 29 |
|
|
2024
Q2 | $1.98M | Hold |
22,713
| – | – | 0.74% | 30 |
|
|
2024
Q1 | $1.94M | Buy |
22,713
+18,195
| +403% | +$1.55M | 0.79% | 31 |
|
|
2023
Q4 | $1.83M | Buy |
+4,518
| New | +$1.83M | 0.92% | 25 |
|