SWA
Sax 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 | $1.49M | Buy |
13,568
+6,023
| +80% | +$660K | 0.09% | 124 |
|
|
2025
Q1 | $671K | Buy |
7,545
+1,501
| +25% | +$134K | 0.05% | 182 |
|
|
2024
Q4 | $605K | Buy |
6,044
+3,097
| +105% | +$310K | 0.05% | 172 |
|
|
2024
Q3 | $263K | Buy |
+2,947
| New | +$263K | 0.02% | 236 |
|