SSW
Stone Summit Wealth’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 | $3.24M | Buy |
29,560
+49
| +0.2% | +$5.37K | 1% | 34 |
|
|
2025
Q1 | $2.63M | Sell |
29,511
-1,215
| -4% | -$108K | 0.89% | 37 |
|
|
2024
Q4 | $3.08M | Sell |
30,726
-1,185
| -4% | -$119K | 1.03% | 32 |
|
|
2024
Q3 | $2.85M | Buy |
31,911
+178
| +0.6% | +$15.9K | 0.92% | 37 |
|
|
2024
Q2 | $2.76M | Sell |
31,733
-232
| -0.7% | -$20.2K | 0.99% | 34 |
|
|
2024
Q1 | $2.73M | Buy |
31,965
+25,343
| +383% | +$2.16M | 0.95% | 35 |
|
|
2023
Q4 | $2.69M | Sell |
6,622
-204
| -3% | -$82.8K | 1.03% | 32 |
|
|
2023
Q3 | $2.33M | Buy |
6,826
+99
| +1% | +$33.8K | 1% | 30 |
|
|
2023
Q2 | $2.33M | Buy |
6,727
+43
| +0.6% | +$14.9K | 0.96% | 39 |
|
|
2023
Q1 | $2.04M | Buy |
6,684
+71
| +1% | +$21.6K | 0.91% | 39 |
|
|
2022
Q4 | $1.69M | Buy |
6,613
+384
| +6% | +$98.2K | 0.83% | 44 |
|
|
2022
Q3 | $1.56M | Sell |
6,229
-24
| -0.4% | -$6K | 0.96% | 38 |
|
|
2022
Q2 | $1.69M | Buy |
6,253
+429
| +7% | +$116K | 1.01% | 34 |
|
|
2022
Q1 | $2.02M | Buy |
5,824
+1,562
| +37% | +$541K | 1.13% | 29 |
|
|
2021
Q4 | $1.7M | Buy |
+4,262
| New | +$1.7M | 1.38% | 26 |
|