SSWG
Seven Springs Wealth Group’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 | $8.81M | Buy |
80,425
+11,598
| +17% | +$1.27M | 2.18% | 10 |
|
2025
Q1 | $6.12M | Buy |
68,827
+12,614
| +22% | +$1.12M | 2.18% | 11 |
|
2024
Q4 | $5.63M | Sell |
56,213
-6
| -0% | -$601 | 2.1% | 12 |
|
2024
Q3 | $5.02M | Buy |
+56,219
| New | +$5.02M | 1.83% | 13 |
|
2021
Q2 | – | Sell |
-273
| Closed | -$93K | – | 111 |
|
2021
Q1 | $93K | Buy |
273
+22
| +9% | +$7.5K | 0.04% | 68 |
|
2020
Q4 | $89K | Buy |
+251
| New | +$89K | 0.05% | 67 |
|