Spire Wealth Management’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 | $5.12M | Sell |
46,872
-8,681
| -16% | -$948K | 0.18% | 104 |
|
|
2025
Q1 | $4.94M | Buy |
55,553
+51,898
| +1,420% | +$4.62M | 0.16% | 125 |
|
|
2024
Q4 | $366K | Buy |
3,655
+2,778
| +317% | +$278K | 0.01% | 654 |
|
|
2024
Q3 | $78.4K | Hold |
877
| – | – | ﹤0.01% | 990 |
|
|
2024
Q2 | $76.2K | Sell |
877
-248
| -22% | -$21.6K | ﹤0.01% | 978 |
|
|
2024
Q1 | $95.9K | Sell |
1,125
-3,495
| -76% | -$298K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $387K | Buy |
4,620
+1,295
| +39% | +$108K | 0.01% | 582 |
|
|
2023
Q3 | $227K | Buy |
3,325
+2,450
| +280% | +$167K | 0.01% | 677 |
|
|
2023
Q2 | $60.5K | Hold |
875
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q1 | $53.3K | Buy |
+875
| New | +$53.3K | ﹤0.01% | 1175 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$13K | – | 2379 |
|
|
2022
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q1 | $17K | Sell |
250
-235
| -48% | -$16K | ﹤0.01% | 1872 |
|
|
2021
Q4 | $39K | Buy |
485
+140
| +41% | +$11.3K | ﹤0.01% | 1832 |
|
|
2021
Q3 | $28K | Sell |
345
-240
| -41% | -$19.5K | ﹤0.01% | 1715 |
|
|
2021
Q2 | $46K | Sell |
585
-4,440
| -88% | -$349K | ﹤0.01% | 1514 |
|
|
2021
Q1 | $291K | Buy |
+5,025
| New | +$291K | 0.01% | 882 |
|