Principle Wealth Partners’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 | $9.18M | Sell |
83,830
-8,281
| -9% | -$907K | 0.57% | 37 |
|
|
2025
Q1 | $8.2M | Sell |
92,111
-773
| -0.8% | -$68.8K | 0.59% | 41 |
|
|
2024
Q4 | $9.3M | Sell |
92,884
-3,211
| -3% | -$321K | 0.65% | 38 |
|
|
2024
Q3 | $8.59M | Sell |
96,095
-7,125
| -7% | -$637K | 0.61% | 41 |
|
|
2024
Q2 | $8.97M | Buy |
103,220
+6,885
| +7% | +$598K | 0.68% | 38 |
|
|
2024
Q1 | $8.21M | Sell |
96,335
-2,510
| -3% | -$214K | 0.64% | 40 |
|
|
2023
Q4 | $8.02M | Buy |
98,845
+12,560
| +15% | +$1.02M | 0.69% | 37 |
|
|
2023
Q3 | $5.89M | Sell |
86,285
-425
| -0.5% | -$29K | 0.59% | 46 |
|
|
2023
Q2 | $6M | Buy |
86,710
+62,335
| +256% | +$4.31M | 0.6% | 40 |
|
|
2023
Q1 | $1.49M | Buy |
+24,375
| New | +$1.49M | 0.16% | 111 |
|