Sequent Planning’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
$476K Sell
4,345
-31
-0.7% -$3.39K 0.15% 95
2025
Q1
$389K Buy
4,376
+95
+2% +$8.45K 0.14% 99
2024
Q4
$429K Sell
4,281
-33
-0.8% -$3.3K 0.16% 89
2024
Q3
$386K Buy
4,314
+93
+2% +$8.31K 0.13% 104
2024
Q2
$369K Sell
4,221
-606
-13% -$52.9K 0.13% 102
2024
Q1
$412K Buy
+4,827
New +$412K 0.15% 96