Tempus Wealth Planning’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 | $343K | Sell |
3,128
-7
| -0.2% | -$766 | 0.09% | 195 |
|
|
2025
Q1 | $279K | Sell |
3,135
-34
| -1% | -$3.03K | 0.08% | 213 |
|
|
2024
Q4 | $317K | Sell |
3,169
-334
| -10% | -$33.4K | 0.1% | 182 |
|
|
2024
Q3 | $313K | Buy |
3,503
+37
| +1% | +$3.31K | 0.11% | 162 |
|
|
2024
Q2 | $301K | Sell |
3,466
-381
| -10% | -$33.1K | 0.13% | 154 |
|
|
2024
Q1 | $328K | Sell |
3,847
-1,588
| -29% | -$135K | 0.14% | 144 |
|
|
2023
Q4 | $441K | Sell |
5,435
-855
| -14% | -$69.4K | 0.19% | 111 |
|
|
2023
Q3 | $429K | Buy |
6,290
+15
| +0.2% | +$1.02K | 0.22% | 97 |
|
|
2023
Q2 | $434K | Sell |
6,275
-135
| -2% | -$9.34K | 0.2% | 114 |
|
|
2023
Q1 | $391K | Buy |
6,410
+1,060
| +20% | +$64.6K | 0.19% | 113 |
|
|
2022
Q4 | $274K | Sell |
5,350
-595
| -10% | -$30.4K | 0.17% | 140 |
|
|
2022
Q3 | $297K | Sell |
5,945
-145
| -2% | -$7.24K | 0.2% | 131 |
|
|
2022
Q2 | $328K | Buy |
6,090
+1,870
| +44% | +$101K | 0.27% | 93 |
|
|
2022
Q1 | $291K | Sell |
4,220
-875
| -17% | -$60.3K | 0.21% | 109 |
|
|
2021
Q4 | $405K | Sell |
5,095
-340
| -6% | -$27K | 0.22% | 108 |
|
|
2021
Q3 | $434K | Sell |
5,435
-105
| -2% | -$8.39K | 0.25% | 101 |
|
|
2021
Q2 | $432K | Buy |
5,540
+680
| +14% | +$53K | 0.29% | 96 |
|
|
2021
Q1 | $332K | Buy |
4,860
+650
| +15% | +$44.4K | 0.35% | 76 |
|
|
2020
Q4 | $298K | Buy |
4,210
+515
| +14% | +$36.5K | 0.38% | 52 |
|
|
2020
Q3 | $230K | Buy |
3,695
+15
| +0.4% | +$934 | 0.33% | 63 |
|
|
2020
Q2 | $209K | Buy |
+3,680
| New | +$209K | 0.31% | 62 |
|
|
2020
Q1 | – | Sell |
-12,530
| Closed | -$584K | – | 65 |
|
|
2019
Q4 | $584K | Buy |
+12,530
| New | +$584K | 0.52% | 32 |
|