SWA
SOA 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 | $361K | Hold |
3,295
| – | – | 0.07% | 145 |
|
|
2025
Q1 | $293K | Hold |
3,295
| – | – | 0.06% | 157 |
|
|
2024
Q4 | $330K | Hold |
3,295
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $294K | Hold |
3,295
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $286K | Hold |
3,295
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $281K | Buy |
3,295
+2,636
| +400% | +$225K | 0.06% | 153 |
|
|
2023
Q4 | $267K | Hold |
659
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $225K | Hold |
659
| – | – | 0.06% | 154 |
|
|
2023
Q2 | $228K | Hold |
659
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $201K | Buy |
659
+52
| +9% | +$15.8K | 0.05% | 154 |
|
|
2022
Q4 | $155K | Sell |
607
-52
| -8% | -$13.3K | 0.04% | 173 |
|
|
2022
Q3 | $164K | Hold |
659
| – | – | 0.05% | 157 |
|
|
2022
Q2 | $177K | Buy |
659
+82
| +14% | +$22K | 0.05% | 153 |
|
|
2022
Q1 | $199K | Buy |
+577
| New | +$199K | 0.05% | 159 |
|