Robertson Stephens Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $250K | Sell |
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2024
Q3 | $265K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $4.44M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $779K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.1M | Hold |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $801K | Hold |
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|
2020
Q2 | $732K | Hold |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $202K | Buy |
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