Personal CFO Solutions’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 | $2.02M | Buy |
18,454
+111
| +0.6% | +$12.2K | 0.37% | 47 |
|
|
2025
Q1 | $1.63M | Buy |
18,343
+1,736
| +10% | +$154K | 0.33% | 59 |
|
|
2024
Q4 | $1.66M | Buy |
16,607
+1,342
| +9% | +$134K | 0.33% | 56 |
|
|
2024
Q3 | $1.36M | Buy |
15,265
+5,434
| +55% | +$486K | 0.19% | 99 |
|
|
2024
Q2 | $854K | Buy |
9,831
+6,700
| +214% | +$582K | 0.13% | 149 |
|
|
2024
Q1 | $267K | Sell |
3,131
-194
| -6% | -$16.5K | 0.04% | 433 |
|
|
2023
Q4 | $270K | Buy |
+3,325
| New | +$270K | 0.05% | 401 |
|
|
2022
Q4 | – | Sell |
-5,280
| Closed | -$264K | – | 474 |
|
|
2022
Q3 | $264K | Hold |
5,280
| – | – | 0.07% | 281 |
|
|
2022
Q2 | $285K | Sell |
5,280
-210
| -4% | -$11.3K | 0.07% | 277 |
|
|
2022
Q1 | $379K | Sell |
5,490
-1,395
| -20% | -$96.3K | 0.07% | 255 |
|
|
2021
Q4 | $547K | Sell |
6,885
-240
| -3% | -$19.1K | 0.1% | 186 |
|
|
2021
Q3 | $569K | Sell |
7,125
-450
| -6% | -$35.9K | 0.12% | 170 |
|
|
2021
Q2 | $591K | Sell |
7,575
-270
| -3% | -$21.1K | 0.12% | 164 |
|
|
2021
Q1 | $536K | Hold |
7,845
| – | – | 0.12% | 160 |
|
|
2020
Q4 | $556K | Buy |
7,845
+20
| +0.3% | +$1.42K | 0.14% | 138 |
|
|
2020
Q3 | $0 | Sell |
7,825
-675
| -8% | – | ﹤0.01% | 233 |
|
|
2020
Q2 | $483K | Sell |
8,500
-2,400
| -22% | -$136K | 0.14% | 136 |
|
|
2020
Q1 | $458K | Sell |
10,900
-540
| -5% | -$22.7K | 0.16% | 129 |
|
|
2019
Q4 | $533K | Buy |
11,440
+560
| +5% | +$26.1K | 0.15% | 142 |
|
|
2019
Q3 | $459K | Buy |
+10,880
| New | +$459K | 0.18% | 142 |
|