Modern 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
$1.37M Buy
12,518
+427
+4% +$46.8K 0.03% 314
2025
Q1
$1.08M Buy
12,091
+1,114
+10% +$99.1K 0.03% 293
2024
Q4
$1.1M Buy
10,977
+422
+4% +$42.3K 0.04% 248
2024
Q3
$943K Buy
10,555
+608
+6% +$54.3K 0.06% 167
2024
Q2
$864K Sell
9,947
-3,379
-25% -$294K 0.06% 151
2024
Q1
$1.14M Buy
+13,326
New +$1.14M 0.11% 105