TSWM
Triangle Securities Wealth Management’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 | $731K | Hold |
6,680
| – | – | 0.18% | 124 |
|
|
2025
Q1 | $594K | Buy |
6,680
+200
| +3% | +$17.8K | 0.15% | 139 |
|
|
2024
Q4 | $649K | Sell |
6,480
-320
| -5% | -$32K | 0.17% | 134 |
|
|
2024
Q3 | $608K | Sell |
6,800
-665
| -9% | -$59.4K | 0.16% | 140 |
|
|
2024
Q2 | $649K | Sell |
7,465
-500
| -6% | -$43.5K | 0.18% | 131 |
|
|
2024
Q1 | $679K | Buy |
7,965
+6,284
| +374% | +$536K | 0.19% | 127 |
|
|
2023
Q4 | $682K | Sell |
1,681
-15
| -0.9% | -$6.09K | 0.21% | 121 |
|
|
2023
Q3 | $579K | Sell |
1,696
-78
| -4% | -$26.6K | 0.21% | 121 |
|
|
2023
Q2 | $614K | Sell |
1,774
-55
| -3% | -$19K | 0.21% | 120 |
|
|
2023
Q1 | $557K | Buy |
1,829
+35
| +2% | +$10.7K | 0.2% | 127 |
|
|
2022
Q4 | $459K | Buy |
1,794
+365
| +26% | +$93.4K | 0.17% | 141 |
|
|
2022
Q3 | $357K | Buy |
1,429
+94
| +7% | +$23.5K | 0.15% | 147 |
|
|
2022
Q2 | $360K | Buy |
1,335
+20
| +2% | +$5.39K | 0.14% | 146 |
|
|
2022
Q1 | $454K | Buy |
1,315
+108
| +9% | +$37.3K | 0.15% | 140 |
|
|
2021
Q4 | $480K | Sell |
1,207
-95
| -7% | -$37.8K | 0.15% | 136 |
|
|
2021
Q3 | $520K | Sell |
1,302
-25
| -2% | -$9.99K | 0.18% | 129 |
|
|
2021
Q2 | $518K | Buy |
1,327
+65
| +5% | +$25.4K | 0.18% | 129 |
|
|
2021
Q1 | $431K | Sell |
1,262
-15
| -1% | -$5.12K | 0.16% | 137 |
|
|
2020
Q4 | $452K | Sell |
1,277
-80
| -6% | -$28.3K | 0.18% | 130 |
|
|
2020
Q3 | $422K | Sell |
1,357
-25
| -2% | -$7.78K | 0.19% | 126 |
|
|
2020
Q2 | $393K | Buy |
1,382
+40
| +3% | +$11.4K | 0.19% | 123 |
|
|
2020
Q1 | $282K | Buy |
1,342
+382
| +40% | +$80.3K | 0.16% | 128 |
|
|
2019
Q4 | $224K | Buy |
+960
| New | +$224K | 0.1% | 151 |
|