MWM
MinichMacGregor 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 | $12.9M | Buy |
117,785
+41,658
| +55% | +$4.56M | 2.76% | 11 |
|
|
2025
Q1 | $6.77M | Sell |
76,127
-34,429
| -31% | -$3.06M | 1.52% | 27 |
|
|
2024
Q4 | $11.1M | Sell |
110,556
-1,726
| -2% | -$173K | 2.3% | 13 |
|
|
2024
Q3 | $10M | Sell |
112,282
-2,397
| -2% | -$214K | 2.15% | 14 |
|
|
2024
Q2 | $9.97M | Sell |
114,679
-3,119
| -3% | -$271K | 2.43% | 14 |
|
|
2024
Q1 | $10M | Buy |
117,798
+92,485
| +365% | +$7.86M | 2.56% | 11 |
|
|
2023
Q4 | $10.3M | Sell |
25,313
-1,710
| -6% | -$694K | 2.97% | 8 |
|
|
2023
Q3 | $9.22M | Sell |
27,023
-1,370
| -5% | -$468K | 3.05% | 7 |
|
|
2023
Q2 | $9.82M | Buy |
+28,393
| New | +$9.82M | 3.07% | 9 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$20K | – | 339 |
|
|
2022
Q4 | $20K | Buy |
+78
| New | +$20K | 0.01% | 319 |
|
|
2022
Q1 | – | Sell |
-27,582
| Closed | -$11M | – | 93 |
|
|
2021
Q4 | $11M | Sell |
27,582
-14,484
| -34% | -$5.76M | 3.34% | 10 |
|
|
2021
Q3 | $16.8M | Buy |
42,066
+6,028
| +17% | +$2.41M | 5.65% | 3 |
|
|
2021
Q2 | $14.1M | Sell |
36,038
-4,386
| -11% | -$1.71M | 4.93% | 3 |
|
|
2021
Q1 | $13.8M | Buy |
40,424
+688
| +2% | +$235K | 5.16% | 3 |
|
|
2020
Q4 | $14.1M | Buy |
39,736
+926
| +2% | +$328K | 5.73% | 2 |
|
|
2020
Q3 | $12.1M | Buy |
38,810
+3,208
| +9% | +$998K | 5.7% | 3 |
|
|
2020
Q2 | $10.1M | Buy |
+35,602
| New | +$10.1M | 5.6% | 5 |
|
|
2020
Q1 | – | Sell |
-24,135
| Closed | -$5.62M | – | 94 |
|
|
2019
Q4 | $5.62M | Buy |
24,135
+528
| +2% | +$123K | 3.13% | 13 |
|
|
2019
Q3 | $5M | Sell |
23,607
-10,146
| -30% | -$2.15M | 3.38% | 13 |
|
|
2019
Q2 | $7.49M | Buy |
33,753
+139
| +0.4% | +$30.8K | 5.23% | 6 |
|
|
2019
Q1 | $7.18M | Buy |
+33,614
| New | +$7.18M | 5.4% | 4 |
|
|
2018
Q4 | – | Sell |
-23,190
| Closed | -$4.74M | – | 281 |
|
|
2018
Q3 | $4.74M | Buy |
23,190
+1,643
| +8% | +$336K | 3.13% | 16 |
|
|
2018
Q2 | $4M | Buy |
21,547
+489
| +2% | +$90.9K | 2.85% | 16 |
|
|
2018
Q1 | $3.57M | Sell |
21,058
-12,483
| -37% | -$2.12M | 2.78% | 14 |
|
|
2017
Q4 | $5.18M | Sell |
33,541
-1,628
| -5% | -$252K | 4.05% | 7 |
|
|
2017
Q3 | $5.14M | Buy |
35,169
+1,458
| +4% | +$213K | 4.27% | 8 |
|
|
2017
Q2 | $4.61M | Buy |
33,711
+1,335
| +4% | +$183K | 4% | 6 |
|
|
2017
Q1 | $4.09M | Buy |
32,376
+710
| +2% | +$89.8K | 3.69% | 8 |
|
|
2016
Q4 | $3.45M | Buy |
31,666
+3,793
| +14% | +$413K | 3.22% | 11 |
|
|
2016
Q3 | $3.16M | Buy |
27,873
+665
| +2% | +$75.5K | 2.97% | 13 |
|
|
2016
Q2 | $2.86M | Buy |
27,208
+155
| +0.6% | +$16.3K | 2.7% | 12 |
|
|
2016
Q1 | $2.72M | Buy |
+27,053
| New | +$2.72M | 2.63% | 12 |
|