USCWA
U.S. Capital Wealth 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 | $8.24M | Buy |
75,289
+910
| +1% | +$99.6K | 0.24% | 110 |
|
|
2025
Q1 | $6.62M | Sell |
74,379
-3,742
| -5% | -$333K | 0.2% | 129 |
|
|
2024
Q4 | $7.82M | Buy |
+78,121
| New | +$7.82M | 0.24% | 89 |
|
|
2023
Q1 | – | Sell |
-264
| Closed | -$67.5K | – | 1052 |
|
|
2022
Q4 | $67.5K | Buy |
+264
| New | +$67.5K | ﹤0.01% | 807 |
|
|
2022
Q2 | – | Sell |
-8,261
| Closed | -$2.85M | – | 699 |
|
|
2022
Q1 | $2.85M | Buy |
8,261
+275
| +3% | +$94.9K | 0.1% | 192 |
|
|
2021
Q4 | $3.18M | Buy |
7,986
+83
| +1% | +$33K | 0.13% | 178 |
|
|
2021
Q3 | $3.15M | Buy |
+7,903
| New | +$3.15M | 0.14% | 176 |
|