MWA
Muirfield Wealth Advisors’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 | $648K | Sell |
5,918
-1,025
| -15% | -$112K | 0.52% | 41 |
|
|
2025
Q1 | $618K | Sell |
6,943
-2,787
| -29% | -$248K | 0.52% | 41 |
|
|
2024
Q4 | $974K | Sell |
9,730
-725
| -7% | -$72.6K | 0.8% | 30 |
|
|
2024
Q3 | $934K | Sell |
10,455
-603
| -5% | -$53.9K | 0.79% | 34 |
|
|
2024
Q2 | $961K | Buy |
11,058
+293
| +3% | +$25.5K | 0.9% | 27 |
|
|
2024
Q1 | $918K | Buy |
10,765
+8,575
| +392% | +$731K | 0.88% | 32 |
|
|
2023
Q4 | $888K | Buy |
+2,190
| New | +$888K | 0.94% | 24 |
|