RWA 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 | $539K | Buy |
4,919
+1,319
| +37% | +$144K | 0.01% | 411 |
|
|
2025
Q1 | $320K | Sell |
3,600
-200
| -5% | -$17.8K | ﹤0.01% | 470 |
|
|
2024
Q4 | $380K | Buy |
3,800
+200
| +6% | +$20K | ﹤0.01% | 450 |
|
|
2024
Q3 | $322K | Hold |
3,600
| – | – | ﹤0.01% | 467 |
|
|
2024
Q2 | $313K | Hold |
3,600
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $307K | Buy |
3,600
+100
| +3% | +$8.53K | ﹤0.01% | 452 |
|
|
2023
Q4 | $284K | Hold |
3,500
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $239K | Hold |
3,500
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $242K | Hold |
3,500
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $213K | Buy |
+3,500
| New | +$213K | 0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$241K | – | 250 |
|
|
2022
Q1 | $241K | Hold |
3,500
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $278K | Sell |
3,500
-76,485
| -96% | -$6.08M | 0.02% | 217 |
|
|
2021
Q3 | $6.39M | Buy |
79,985
+76,485
| +2,185% | +$6.11M | 0.48% | 60 |
|
|
2021
Q2 | $273K | Hold |
3,500
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $239K | Hold |
3,500
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $248K | Sell |
3,500
-285
| -8% | -$20.2K | 0.02% | 209 |
|
|
2020
Q3 | $236K | Buy |
+3,785
| New | +$236K | 0.02% | 191 |
|