Modera 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 | $985K | Buy |
8,994
+172
| +2% | +$18.8K | 0.01% | 335 |
|
|
2025
Q1 | $785K | Buy |
8,822
+135
| +2% | +$12K | 0.01% | 355 |
|
|
2024
Q4 | $870K | Buy |
8,687
+5,197
| +149% | +$520K | 0.01% | 352 |
|
|
2024
Q3 | $312K | Hold |
3,490
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $303K | Hold |
3,490
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $298K | Hold |
3,490
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $283K | Hold |
3,490
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $238K | Sell |
3,490
-215
| -6% | -$14.7K | ﹤0.01% | 494 |
|
|
2023
Q2 | $256K | Buy |
+3,705
| New | +$256K | ﹤0.01% | 487 |
|