Novak & Powell Financial Services’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 | $693K | Hold |
6,325
| – | – | 0.48% | 45 |
|
|
2025
Q1 | $563K | Sell |
6,325
-100
| -2% | -$8.9K | 0.35% | 69 |
|
|
2024
Q4 | $643K | Sell |
6,425
-90
| -1% | -$9.01K | 0.38% | 61 |
|
|
2024
Q3 | $582K | Sell |
6,515
-110
| -2% | -$9.83K | 0.34% | 68 |
|
|
2024
Q2 | $576K | Sell |
6,625
-15
| -0.2% | -$1.3K | 0.36% | 65 |
|
|
2024
Q1 | $566K | Hold |
6,640
| – | – | 0.42% | 61 |
|
|
2023
Q4 | $539K | Buy |
+6,640
| New | +$539K | 0.36% | 69 |
|