PFA
Plotkin Financial 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 | $624K | Hold |
5,695
| – | – | 0.34% | 45 |
|
|
2025
Q1 | $507K | Hold |
5,695
| – | – | 0.31% | 51 |
|
|
2024
Q4 | $570K | Sell |
5,695
-730
| -11% | -$73.1K | 0.34% | 42 |
|
|
2024
Q3 | $574K | Hold |
6,425
| – | – | 0.34% | 42 |
|
|
2024
Q2 | $558K | Hold |
6,425
| – | – | 0.36% | 41 |
|
|
2024
Q1 | $548K | Buy |
6,425
+5,115
| +390% | +$436K | 0.36% | 44 |
|
|
2023
Q4 | $531K | Hold |
1,310
| – | – | 0.4% | 40 |
|
|
2023
Q3 | $447K | Hold |
1,310
| – | – | 0.39% | 47 |
|
|
2023
Q2 | $453K | Sell |
1,310
-5
| -0.4% | -$1.73K | 0.38% | 44 |
|
|
2023
Q1 | $401K | Sell |
1,315
-6
| -0.5% | -$1.83K | 0.37% | 46 |
|
|
2022
Q4 | $338K | Sell |
1,321
-3,982
| -75% | -$1.02M | 0.34% | 48 |
|
|
2022
Q3 | $1.33M | Sell |
5,303
-35
| -0.7% | -$8.76K | 1.34% | 20 |
|
|
2022
Q2 | $1.44M | Sell |
5,338
-599
| -10% | -$161K | 1.37% | 20 |
|
|
2022
Q1 | $2.05M | Sell |
5,937
-1,232
| -17% | -$425K | 1.43% | 18 |
|
|
2021
Q4 | $2.85M | Sell |
7,169
-108
| -1% | -$42.9K | 1.8% | 19 |
|
|
2021
Q3 | $2.9M | Sell |
7,277
-70
| -1% | -$27.9K | 1.73% | 18 |
|
|
2021
Q2 | $2.87M | Sell |
7,347
-12,850
| -64% | -$5.01M | 1.59% | 22 |
|
|
2021
Q1 | $6.9M | Sell |
20,197
-5,667
| -22% | -$1.93M | 4.22% | 5 |
|
|
2020
Q4 | $9.16M | Buy |
25,864
+11,962
| +86% | +$4.24M | 6.05% | 3 |
|
|
2020
Q3 | $4.33M | Sell |
13,902
-6,295
| -31% | -$1.96M | 4.76% | 4 |
|
|
2020
Q2 | $5.74M | Buy |
20,197
+12,512
| +163% | +$3.56M | 4.87% | 8 |
|
|
2020
Q1 | $1.62M | Buy |
7,685
+1,686
| +28% | +$355K | 1.96% | 16 |
|
|
2019
Q4 | $1.4M | Buy |
+5,999
| New | +$1.4M | 1.3% | 22 |
|