SVWAG
Sound View Wealth Advisors 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
Q1 | – | Sell |
-2,185
| Closed | -$219K | – | 422 |
|
|
2024
Q4 | $219K | Buy |
+2,185
| New | +$219K | 0.02% | 385 |
|
|
2024
Q2 | – | Sell |
-2,485
| Closed | -$212K | – | 365 |
|
|
2024
Q1 | $212K | Buy |
2,485
+1,698
| +216% | +$145K | 0.02% | 352 |
|
|
2023
Q4 | $319K | Buy |
+787
| New | +$319K | 0.04% | 291 |
|
|
2023
Q1 | – | Sell |
-787
| Closed | -$319K | – | 388 |
|
|
2022
Q4 | $319K | Buy |
+787
| New | +$319K | 0.04% | 291 |
|