PWA
Provenance Wealth 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 | $2.97M | Buy |
27,152
+5,790
| +27% | +$634K | 0.43% | 19 |
|
|
2025
Q1 | $1.9M | Buy |
21,362
+3,890
| +22% | +$346K | 0.27% | 24 |
|
|
2024
Q4 | $1.75M | Hold |
17,472
| – | – | 0.23% | 30 |
|
|
2024
Q3 | $1.56M | Buy |
17,472
+1,649
| +10% | +$147K | 0.2% | 43 |
|
|
2024
Q2 | $1.38M | Buy |
15,823
+1,348
| +9% | +$117K | 0.19% | 44 |
|
|
2024
Q1 | $1.23M | Buy |
14,475
+11,818
| +445% | +$1.01M | 0.17% | 51 |
|
|
2023
Q4 | $1.08M | Buy |
2,657
+307
| +13% | +$125K | 0.15% | 57 |
|
|
2023
Q3 | $802K | Buy |
+2,350
| New | +$802K | 0.13% | 64 |
|