Northstar Advisory Group’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 | $2.12M | Buy |
+19,350
| New | +$2.12M | 1.03% | 30 |
|
|
2025
Q1 | – | Sell |
-48,436
| Closed | -$4.85M | – | 103 |
|
|
2024
Q4 | $4.85M | Buy |
+48,436
| New | +$4.85M | 2.47% | 9 |
|
|
2024
Q1 | – | Sell |
-30,760
| Closed | -$2.5M | – | 99 |
|
|
2023
Q4 | $2.5M | Buy |
+30,760
| New | +$2.5M | 1.48% | 21 |
|
|
2023
Q3 | – | Sell |
-83,560
| Closed | -$5.78M | – | 99 |
|
|
2023
Q2 | $5.78M | Buy |
83,560
+2,320
| +3% | +$161K | 3.78% | 8 |
|
|
2023
Q1 | $4.95M | Buy |
+81,240
| New | +$4.95M | 3.7% | 7 |
|