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TruWealth Advisors’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 | $914K | Buy |
8,351
+481
| +6% | +$52.7K | 0.05% | 93 |
|
|
2025
Q1 | $700K | Buy |
7,870
+414
| +6% | +$36.8K | 0.04% | 96 |
|
|
2024
Q4 | $746K | Buy |
7,456
+419
| +6% | +$42K | 0.05% | 92 |
|
|
2024
Q3 | $629K | Buy |
7,037
+479
| +7% | +$42.8K | 0.04% | 97 |
|
|
2024
Q2 | $570K | Buy |
6,558
+545
| +9% | +$47.4K | 0.04% | 97 |
|
|
2024
Q1 | $513K | Buy |
6,013
+4,817
| +403% | +$411K | 0.04% | 101 |
|
|
2023
Q4 | $485K | Buy |
1,196
+79
| +7% | +$32K | 0.04% | 93 |
|
|
2023
Q3 | $381K | Buy |
+1,117
| New | +$381K | 0.03% | 95 |
|