Sequoia Financial Advisors’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
Q3 | $331K | Hold |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $368K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $246K | Hold |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $302K | Buy |
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