Novare Capital 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
$1.32M Sell
12,075
-75
-0.6% -$8.21K 0.11% 108
2025
Q1
$1.08M Sell
12,150
-650
-5% -$57.8K 0.09% 111
2024
Q4
$1.28M Buy
12,800
+250
+2% +$25K 0.11% 105
2024
Q3
$1.12M Sell
12,550
-710
-5% -$63.5K 0.1% 106
2024
Q2
$1.15M Hold
13,260
0.1% 107
2024
Q1
$1.13M Buy
13,260
+4,535
+52% +$387K 0.1% 106
2023
Q4
$708K Hold
8,725
0.07% 117
2023
Q3
$595K Sell
8,725
-550
-6% -$37.5K 0.07% 119
2023
Q2
$642K Sell
9,275
-1,525
-14% -$106K 0.07% 121
2023
Q1
$658K Sell
10,800
-10,150
-48% -$619K 0.07% 114
2022
Q4
$1.07M Sell
20,950
-6,370
-23% -$326K 0.13% 103
2022
Q3
$1.37M Buy
+27,320
New +$1.37M 0.18% 86